Daniel John Yergan

Employer firm

Fidato Wealth LLC CRD 158173

$511M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2012 → 08/2017
  Creative Stream Marketing
  Canfield, OH
• 05/2016 → 08/2017
  Youngstown Business Incubator
  Youngstown, OH
• 05/2017 → 12/2017
  Trumbull Industries
  Warren, OH
• 01/2018 → 04/2018
  Treloar & Heisel
  New Castle, PA
• 05/2018 → 05/2023
  Valmark Financial Group
  Akron, OH
• 07/2010 → 10/2019
  Production Packaging
  Warren, OH
• 05/2023 → Present
  Fidato Wealth Llc
  Middleburg Heights, OH

Previous Registrations

• 2020-12-04 → 2023-06-01
  Valmark Advisers, Inc.
  Akron, OH

Exams

• S66 Uniform Combined State Law Examination
  2020-12-03

Designations

• Certified Financial Planner