Member Since
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08/28/2024
Indiana Secretary of State Securities Division
Consumer Financial Protection Bureau
Federal Trade Commission
Securities and Exchange Commission (SEC)
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"customCopy": "<p>Daniel Kerr is Founder and CEO of Heritage Financial Planning LLC, a professional, independent firm concentrating in areas of income planning, asset protection, wealth and asset management, tax reduction, and wealth distribution. While staying current on the latest successful strategies and ideas in an ever-changing world, his philosophy is to form a partnership with his clients and help them protect and preserve what they have worked so hard to accumulate.<\/p>\n<p>Working with investors since 2005, Daniel has realized most people have been \u201csold\u201d investments and products they don\u2019t fully understand or are even sure they need to retire successfully. With a very hands on approach, his passion is to bring service back into the financial industry by spending quality time helping clients define their retirement picture and, together, implementing only the necessary investments, products and strategies to help make their retirement plan a success. Daniel strives for long term relationships with his clients and understands this is only possible through\u00a0trust, strong open communication and being available when he\u2019s needed the most.<\/p>\n<p>Daniel is a licensed Insurance Broker and operates under a Fiduciary standard of responsibility with his clients as an Investment Advisor Representative (IAR) holding a FINRA Series 65 license.<br \/>When Daniel is not busy serving his clients, he likes to spend his time with his wife Cathi and being out in nature enjoying a little camping, fishing, hunting, and some golf. He is very active in photography and gets plenty of practice while \u201cfocusing\u201d on his eight grandchildren.<\/p>\n<p>Investment Advisory services offered through AlphaStar Capital Management, LLC a Registered Investment Advisor. AlphaStar Capital Management, LLC and Heritage Financial Planning, LLC are independent of one another.<\/p>",
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