Daniel James Weidner

Employer firm

Financial Planning Services CRD 129129

$48.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → Present
  Weidner Associates Llc - Financial Planning Services
  Merchantville, NJ

Other Businesses

25% owner (Treasurer) of property maintenance business, Capstone Property Services LLC - 1 West Walnut Avenue Merchantville, NJ 08109. The business started in July, 2010 and requires about 10 hours per month. I am responsible for: accounts payable, business planning and compliance with State (NJ) regulations.

Designations

• Certified Financial Planner