Daniel Liehr

Daniel Liehr

Ameriprise Financial

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $25,000

Minimum client income required: No minimum required

Title: Senior Financial Advisor

Offering advice since: 1998

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Daniel Liehr:

My Philosophy
I've been helping people reach their goals for 10 years.

Our unique and collaborative Dream> Plan> Track> approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we're tracking progress against your plan and making adjustments if necessary.

Interests
Have owned 5 Corvettes
Ride a Harley with a group of policemen
Attend Leman's series car races with my son
Have a great "bucket list" that I am working on

Community Participation
Hospital Hospitality House of SW Michigan, Western Michigan Mensa, Downtown Kalamazoo Inc.

Compensation and Fee Structures:

Fee or hourly rates.

Licenses, Certifications & Affiliations:

FINRA Series 7,63,65
Life, Health, Variable Insurance
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Chartered Retirement Planning Counselor (CRPC)
Business Financial Advisor

I am licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct certain business in CT, FL, IL, IN, NC, OH, PA, TX

Education:

BS, University of Illinois, 1973
MS, University of Illinois, 1974
MBA, Lake Forest, 1991

Will provide references upon request?

Yes

Contact Information for Daniel Liehr

Phone: (269) 720-9931
Please support us by letting this adviser know you found them through Boomerater

Address for Daniel Liehr:
151 S. Rose Street
Suite 700E
Kalamazoo, MI, 49007

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Daniel Liehr contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size