Best Investors Account Sign in
Inactive

Daniel John Yergan

Fidato Wealth LLC

Middleburg Heights, OH

Claim This Profile
Current Employers
Fidato Wealth Llc

7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-05-30
  • OH RA
    APPROVED
    Since 2023-05-30

Branch Locations

7530 Lucerne Dr Suite 400, Middleburg Heights, OH 44130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Stream Marketing Canfield OH 04/2012 08/2017
Youngstown Business Incubator Youngstown OH 05/2016 08/2017
Trumbull Industries Warren OH 05/2017 12/2017
Treloar & Heisel New Castle PA 01/2018 04/2018
Valmark Financial Group Akron OH 05/2018 05/2023
Production Packaging Warren OH 07/2010 10/2019
Fidato Wealth Llc Middleburg Heights OH 05/2023 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-03
  • S66 Uniform Combined State Law Examination
    2020-12-03
Designations

View on SEC IAPD

Other Firms

FOURTH DIMENSION WEALTH, LLC
THE ESTATE PLANNING TEAM, INC.
LPL FINANCIAL LLC
IP FINANCIAL ADVISORY SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WS WEALTH MANAGEMENT, LLC
TA-CHECK FINANCIAL LTD.
PORTFOLIO MEDICS, LLC

Other Investors

DOUGLAS RYAN MAGERS
CHRISTOPHER LANCE NEWCOMB
SALVATORE JOHN DANGELO
James Fredrick Collins
Thomas R Cirincione
Michael John Fedj
JOSEPH JOHN RUDNICKI
Andrew Payne Ulrich

Other Offices

FOURTH DIMENSION WEALTH, LLC · MIDDLEBURG HEIGHTS, OH
THE ESTATE PLANNING TEAM, INC. · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
LPL FINANCIAL LLC · MIDDLEBURG HEIGHTS, OH
IP FINANCIAL ADVISORY SERVICES LLC · Middleburg Heights, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Cleveland, OH
WS WEALTH MANAGEMENT, LLC · MIDDLEBURG HEIGHTS, OH
TA-CHECK FINANCIAL LTD. · STRONGSVILLE, OH

More in Middleburg Heights, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor