Member Since
07/05/2006
Member Through
08/28/2021
Indiana Secretary of State Securities Division
Consumer Financial Protection Bureau
Federal Trade Commission
Securities and Exchange Commission (SEC)
Financial Industry Regulatory Authority (FINRA)
{
"__env": {},
"app": {
"contextual": []
},
"joinUrl": "https:\/\/enroll.gallagher-affinity.com\/join-today?product=70634AE2-B10B-EA11-9105-D06726BAEF5A",
"errors": {},
"obLevel": 1,
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"firstName": "Daniel",
"profilePictureSrc": "https:\/\/www.ethics.net\/members\/31894051-2f88-4e7b-97b3-77f15a48c7ea\/image",
"name": "Daniel Kerr",
"hasBgCheck": true,
"bgCheckExpires": "06\/20\/2020",
"memberSinceDate": "07\/05\/2006",
"memberThroughDate": "08\/28\/2021",
"address": "1750 E St Rd 13 N. Manchester IN 46962",
"website": "http:\/\/Heritagefinancialplanning.net",
"phoneNumber": "8553511021",
"customContent": null,
"canEdit": false,
"industrySelect": [
{
"id": "19b93bed-391d-43c7-8a1c-39a1d7c043d7",
"category": "Insurance & Financial",
"name": "Accountant\/Accounting Services"
},
{
"id": "736beefe-e382-42e4-8824-101d159701d6",
"category": "Education Services",
"name": "Administrative Services"
},
{
"id": "d8067ff9-d22d-4d40-b6fa-4cd10cd9fe7c",
"category": "Travel",
"name": "Agent"
},
{
"id": "e2073b7c-33e7-4f0d-8e26-35462bc1334c",
"category": "Security and Investigative Services",
"name": "Alarm Systems"
},
{
"id": "abd2859d-9a7a-476d-b1c7-3b97a20cda56",
"category": "Healthcare",
"name": "Alternative Medicine"
},
{
"id": "4772326a-bb2a-4e33-9e61-64fe43d22d72",
"category": "Construction",
"name": "Architecture"
},
{
"id": "6e73d289-9f06-4e6c-9e16-1c77956a4566",
"category": "Legal Services",
"name": "Attorney"
},
{
"id": "7a9f9e29-1e18-4477-be0f-e3a90062a26a",
"category": "Legal Services",
"name": "Bail Bondsman"
},
{
"id": "45004b13-cda3-4c70-a33e-9951e3b70f43",
"category": "Insurance & Financial",
"name": "Banking"
},
{
"id": "87f14a80-b274-43a3-b785-2afbe39ee3a0",
"category": "Professional Services",
"name": "Carpet Care"
},
{
"id": "c326cb7a-7110-465a-901f-b0667e56e765",
"category": "Insurance & Financial",
"name": "Certified Financial Planner"
},
{
"id": "cc0f71da-b47b-43bc-9aa2-32abed66b2e9",
"category": "Professional Services",
"name": "Child Care"
},
{
"id": "0f7fa2e6-af47-461f-9cc5-775a9c90f8d0",
"category": "Professional Services",
"name": "Consulting\/Management"
},
{
"id": "0a7c6922-cd73-47bf-b4d8-61a0aa7f14bd",
"category": "Construction",
"name": "Contractor"
},
{
"id": "6ac71fcd-9924-4831-9030-1e9b553aa18f",
"category": "Insurance & Financial",
"name": "Debt Relief and Settlement Services"
},
{
"id": "d4c80f4d-140a-ea11-9115-d06726c7f1d0",
"category": "Default",
"name": "Default Regulators"
},
{
"id": "530a9008-9165-4edf-a237-1f8128744524",
"category": "Healthcare",
"name": "Dental"
},
{
"id": "815cba93-f6d3-46b9-82e0-1f6afcfc61a0",
"category": "Construction",
"name": "Design"
},
{
"id": "a219fd63-2695-47c7-b2bb-5850940b7cc9",
"category": "Computer \/ Internet",
"name": "E-commerce"
},
{
"id": "9b8ef575-12d3-41f5-bf1c-74323b928a5c",
"category": "Education Services",
"name": "Education"
},
{
"id": "7ce60b98-01d9-4de0-b0f9-9ca751205944",
"category": "Construction",
"name": "Engineering"
},
{
"id": "584478e0-cc2d-4e70-a0fe-316f6a01fce0",
"category": "Food and Hospitality",
"name": "Entertainment"
},
{
"id": "9d9764ef-89b8-4884-bc8c-745f4de4513a",
"category": "Food and Hospitality",
"name": "Event Planning"
},
{
"id": "814edd4d-a56a-45c0-9b3e-427ab44e386e",
"category": "Insurance & Financial",
"name": "Financial Advisor"
},
{
"id": "755bb54d-3c81-4e77-814a-a84f6d6a0e3a",
"category": "Insurance & Financial",
"name": "Financial Services"
},
{
"id": "728b4cb8-3bc8-40ef-b467-0a7c9ee2e7cf",
"category": "Healthcare",
"name": "Fitness and Nutrition"
},
{
"id": "c1a1240f-bfe9-44fc-94f7-5fb289e23271",
"category": "Construction",
"name": "Home Inspector"
},
{
"id": "b2f93efd-a727-4ec6-86c5-9a23ad3cf201",
"category": "Food and Hospitality",
"name": "Hotel\/Motel"
},
{
"id": "ac9d5d26-f717-4075-91a9-5e97406e443b",
"category": "Professional Services",
"name": "House Cleaning"
},
{
"id": "d532f7fe-0507-43db-98d5-b089073a45f3",
"category": "Insurance & Financial",
"name": "Insurance Agent"
},
{
"id": "e5220631-0bfd-446b-869a-2f57d6b60c30",
"category": "Insurance & Financial",
"name": "Insurance Broker"
},
{
"id": "20fd2ca2-8409-4a61-9c06-6a487638cca8",
"category": "Insurance & Financial",
"name": "Insurance and Financial Services"
},
{
"id": "38729c53-01e8-4dc9-b900-4cb5e7c6dae9",
"category": "Insurance & Financial",
"name": "Investment Advisor"
},
{
"id": "dd4be488-3273-4ec3-ba46-9c3f9170a137",
"category": "Insurance & Financial",
"name": "Investment Advisor Representative"
},
{
"id": "5514965d-8630-48cf-ab06-3ffada244775",
"category": "Professional Services",
"name": "Janitorial Services"
},
{
"id": "8dad3ea5-0c87-4588-8737-c105a7f5aa40",
"category": "Professional Services",
"name": "Landscape Maintenance"
},
{
"id": "9de900cb-173d-4150-8c8d-5efe939c94f9",
"category": "Legal Services",
"name": "Legal"
},
{
"id": "0b050b02-95c8-49f9-b62f-d2b073691e10",
"category": "Security and Investigative Services",
"name": "Locksmith"
},
{
"id": "7b377f2e-567b-48e6-b1e8-a2ee80afb183",
"category": "Automotive",
"name": "Maintenance\/Repair"
},
{
"id": "aae7a48a-3312-4712-b521-bed210a2495c",
"category": "Goods and Services",
"name": "Manufacturing"
},
{
"id": "52d305be-db44-4233-86b1-3bfb87110bd8",
"category": "Computer \/ Internet",
"name": "Marketing\/Sales"
},
{
"id": "87115c92-b80f-4a36-a034-77b02f7b3e17",
"category": "Healthcare",
"name": "Medical"
},
{
"id": "51d69395-5d3f-4f86-8e48-d2ca161747cb",
"category": "Healthcare",
"name": "Mental Health"
},
{
"id": "3848b139-7c4c-462f-9287-6d5e0b216b1b",
"category": "Real Estate",
"name": "Mortgage Services"
},
{
"id": "903109fb-593b-40be-b05f-6dd4548b3f55",
"category": "Computer \/ Internet",
"name": "Networking\/IT\/IS"
},
{
"id": "e81b6724-0216-4410-8f1c-606468f08b57",
"category": "Legal Services",
"name": "Notary Public"
},
{
"id": "c8169694-9966-4702-a6b2-66f52694604e",
"category": "Healthcare",
"name": "Nursing"
},
{
"id": "efa40b4b-3886-4036-8ea0-011de6f67045",
"category": "Professional Services",
"name": "Organization"
},
{
"id": "2232ad52-356e-49a2-9ce2-c94ddfcfb281",
"category": "Other",
"name": "Other"
},
{
"id": "f8e7fef7-e493-452e-aa24-0afd93ae2634",
"category": "Legal Services",
"name": "Paralegal"
},
{
"id": "9b24dde1-7776-4db3-93e6-ecbcdc07db91",
"category": "Professional Services",
"name": "Pet Services"
},
{
"id": "674c6364-f549-4979-8246-644111658ae3",
"category": "Healthcare",
"name": "Plastic Surgery"
},
{
"id": "b5e58f1a-7c48-4469-b5e2-f46d6e2fe34c",
"category": "Professional Services",
"name": "Pool Maintenance"
},
{
"id": "29d811ac-a7e7-4342-a0ed-b84447a6a284",
"category": "Security and Investigative Services",
"name": "Private Investigator"
},
{
"id": "94974396-f3aa-4102-9fdc-8c2965f1ab80",
"category": "Security and Investigative Services",
"name": "Private Security"
},
{
"id": "c5bb7a3f-0190-4624-8d6f-4f577907b0f5",
"category": "Real Estate",
"name": "Real Estate Agent"
},
{
"id": "7e293ea4-56a7-4383-a858-29e294b3788f",
"category": "Real Estate",
"name": "Real Estate Broker"
},
{
"id": "d4d8a935-3e0f-4692-8191-2b556caf0aca",
"category": "Real Estate",
"name": "Realtor"
},
{
"id": "e8683edb-3239-4f0a-ac7e-58c57d396300",
"category": "Insurance & Financial",
"name": "Registered Investment Advisor"
},
{
"id": "9ba67630-27fa-4deb-a41c-c9d5a609415c",
"category": "Security and Investigative Services",
"name": "Repossession"
},
{
"id": "b7729e0a-d12b-41c1-8760-5feabab37ee6",
"category": "Food and Hospitality",
"name": "Restaurant"
},
{
"id": "6b0e94cf-6222-4951-af81-2231bfd23710",
"category": "Goods and Services",
"name": "Retail"
},
{
"id": "46f05307-4dd9-42f5-93f9-0d3d7e140e2f",
"category": "Automotive",
"name": "Sales"
},
{
"id": "0b2e4d3e-2814-4e4a-87db-fb0d519eeb8d",
"category": "Insurance & Financial",
"name": "Stock Broker"
},
{
"id": "cd651272-047c-449c-90a4-ff34864de61e",
"category": "Food and Hospitality",
"name": "Supplies"
},
{
"id": "36f179b7-e630-49e6-a1e1-1cd305942d39",
"category": "Education Services",
"name": "Teacher"
},
{
"id": "10dfc164-d71b-408a-870d-629c219ae14a",
"category": "Travel",
"name": "Transportation Services"
},
{
"id": "1a97f5d0-c6c7-4711-8e09-f05ea0373653",
"category": "Education Services",
"name": "Tutors"
},
{
"id": "9eab6c8b-a82b-4154-b591-b46cfd7fff51",
"category": "Healthcare",
"name": "Veterinary"
},
{
"id": "e0c7d37e-2153-41c3-b18d-bb753cbba295",
"category": "Computer \/ Internet",
"name": "Web Design\/Development"
},
{
"id": "f1faec3e-ce9d-4d12-982a-c957e4b0bad9",
"category": "Goods and Services",
"name": "Wholesale"
},
{
"id": "2c54355a-0a3c-45f7-b2a6-f195b183ba8c",
"category": "Professional Services",
"name": "Window Cleaners"
}
],
"demographics": {
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"title": null,
"firstName": "Daniel",
"middleInitial": "R.",
"lastName": "Kerr",
"suffix": null,
"jobTitle": "",
"companyName": "Heritage Financial Planning, LLC",
"industryPrimary": "Investment Advisor Representative",
"industrySecondary": "Financial Services",
"hasBgCheck": true,
"bgCheckExpires": "06\/20\/2020"
},
"contactDetails": {
"address": {
"id": "cec491e2-4f63-ea11-910c-d06726baef58",
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"addressType": "Profile",
"index": 0,
"address1": "1750 E. State Rd. 13",
"address2": null,
"city": "North Manchester",
"state": "IN",
"postalCode": "46962",
"country": "United States",
"display": false,
"active": true,
"createdDate": "2020-03-10T23:22:15.303",
"modifiedDate": "2020-03-10T23:22:52.83",
"modifiedBy": "Scribe-CMS-CRM",
"isDirty": false
},
"homePhone": {
"key": "memberId"
},
"businessPhone": {
"key": "memberId"
},
"faxPhone": {
"key": "memberId"
},
"mobilePhone": {
"key": "memberId"
},
"phoneNumbers": [
{
"id": "ad0375b3-5777-4892-a105-652bb1510e5e",
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"phoneType": "Business",
"index": 1,
"number": "8553511021",
"extension": null,
"display": false,
"active": true,
"createdDate": "2019-12-10T21:35:09.563",
"modifiedDate": "2019-12-10T21:35:09.563",
"modifiedBy": "Migration",
"isDirty": false
},
{
"id": "a865f5e9-c991-4b14-a833-8989d8559f6c",
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"phoneType": "Fax",
"index": 2,
"number": "2609821054",
"extension": null,
"display": false,
"active": true,
"createdDate": "2019-12-10T21:35:09.563",
"modifiedDate": "2019-12-10T21:35:09.563",
"modifiedBy": "Migration",
"isDirty": false
},
{
"id": "cfc491e2-4f63-ea11-910c-d06726baef58",
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"phoneType": "Home",
"index": 0,
"number": "",
"extension": null,
"display": false,
"active": true,
"createdDate": "2020-03-10T23:22:15.367",
"modifiedDate": "2020-03-10T23:22:15.367",
"modifiedBy": "Nea Update \/ Add",
"isDirty": true
},
{
"id": "d0c491e2-4f63-ea11-910c-d06726baef58",
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"phoneType": "Mobile",
"index": 0,
"number": "",
"extension": "",
"display": false,
"active": true,
"createdDate": "2020-03-10T23:22:15.413",
"modifiedDate": "2020-03-10T23:22:15.413",
"modifiedBy": "Nea Update \/ Add",
"isDirty": true
},
{
"id": "d0b0ac6a-ad7f-4d53-979a-db6bae623141",
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"phoneType": "Business",
"index": 0,
"number": "5746064476",
"extension": null,
"display": false,
"active": true,
"createdDate": "2019-12-10T21:35:09.563",
"modifiedDate": "2019-12-10T21:35:09.563",
"modifiedBy": "Migration",
"isDirty": false
}
],
"emailAddress": {
"id": "d1c491e2-4f63-ea11-910c-d06726baef58",
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"emailType": "Profile",
"index": 0,
"email": null,
"display": false,
"active": true,
"createdDate": "2020-03-10T23:22:15.46",
"modifiedDate": "2020-03-10T23:22:15.46",
"modifiedBy": "Nea Update \/ Add",
"isDirty": true
},
"website": "http:\/\/Heritagefinancialplanning.net"
},
"regulators": {
"state": [
{
"id": "b9fb0213-1ce7-4c39-bf45-866f3a02a5a2",
"name": "Indiana Secretary of State Securities Division",
"address1": "302 West Washington Street, Room E111",
"address2": "",
"city": "Indianapolis",
"state": "IN",
"postalCode": "46204",
"phone1": "3172326681",
"phone2": null,
"email1": "jsmith@sos.in.gov",
"email2": "",
"webSite1": "http:\/\/www.in.gov\/sos\/securities\/",
"webSite2": "",
"level": "State"
}
],
"federal": [
{
"id": "a8659f1d-1ec4-4366-beb3-46c8fb478a31",
"name": "Federal Trade Commission",
"address1": "600 Pennsylvania Avenue, NW",
"address2": "",
"city": "Washington",
"state": "DC",
"postalCode": "20580",
"phone1": "8773824357",
"phone2": "2023262222",
"email1": "",
"email2": "",
"webSite1": "http:\/\/www.ftc.gov",
"webSite2": "",
"level": "Federal"
},
{
"id": "e1f172f2-e271-40a7-9ada-e0ded8d4699d",
"name": "Securities and Exchange Commission (SEC)",
"address1": "100 F Street, NE",
"address2": "",
"city": "Washington",
"state": "DC",
"postalCode": "20549",
"phone1": "2029428088",
"phone2": "8007320330",
"email1": "publicinfo@sec.gov",
"email2": "",
"webSite1": "http:\/\/www.sec.gov\/index.htm",
"webSite2": "http:\/\/www.sec.gov\/complaint.shtml",
"level": "Federal"
},
{
"id": "c985bc30-ca33-40f5-a28f-ecde421557d7",
"name": "Financial Industry Regulatory Authority (FINRA)",
"address1": "1735 K Street",
"address2": "",
"city": "Washington",
"state": "DC",
"postalCode": "20006",
"phone1": "3015906500",
"phone2": null,
"email1": "",
"email2": "",
"webSite1": "http:\/\/brokercheck.finra.org\/",
"webSite2": "",
"level": "Federal"
}
],
"national": [
{
"id": "4c6cb735-d03d-4d8e-95ed-f60a39e6f17c",
"name": "Consumer Financial Protection Bureau",
"address1": "P.O. Box 4503",
"address2": "",
"city": "Iowa City",
"state": " I",
"postalCode": " 52244",
"phone1": "8554112372",
"phone2": null,
"email1": "info@consumerfinance.gov",
"email2": "whistleblower@consumerfinance.gov ",
"webSite1": "http:\/\/www.consumerfinance.gov\/",
"webSite2": "",
"level": "National"
}
]
},
"profile": {
"id": "cc569480-ac15-42db-94b5-3a51930b8b3b",
"memberId": "31894051-2f88-4e7b-97b3-77f15a48c7ea",
"formerId": 450,
"profileType": "Individual",
"website": "http:\/\/Heritagefinancialplanning.net",
"specialty": "IRA & 401K Rollovers, Annuities, Money Management",
"showDates": "Both",
"showCustom": 1,
"showTestimonials": 1,
"showReviews": 1,
"showRating": 1,
"showGallery": 1,
"showMap": 1,
"showEmail": 1,
"showPhone": 1,
"showAddress": 1,
"showSocial": 1,
"visits": 5889,
"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>",
"socialFacebook": "https:\/\/www.facebook.com\/HFPlanning?ref=br_rs",
"socialLinkedin": "http:\/\/www.linkedin.com\/pub\/daniel-kerr\/43\/683\/892\/",
"socialTwitter": "https:\/\/twitter.com\/HFPlanningDan",
"socialYouTube": "https:\/\/www.youtube.com\/channel\/UCBRVtFvApxYAu6K_FQzfd8A",
"socialSkype": "dan@heritagefinancialplanning.net",
"yelpHandle": null,
"photoUrl": "\/files\/members\/450\/profile.jpg",
"companyPhotoUrl": null,
"logoUrl": null,
"backgroundCheckExipration": "2020-06-20T00:00:00",
"regulatorCheckExipration": null,
"licenseCheckExipration": null,
"lastVist": "2019-12-13T22:34:48"
}
}
You are about to navigate away from the ethics.net website.