Daniel E. Engelhardt,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel E. Engelhardt, CFP®

President

Assured Financial Advisors,LLC

1600 Center Ave
Bay City, MI 48708
(989) 892-3953

General

Daniel Engelhardt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Assured Financial Advisors,LLC in Bay City, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CIC LIC LUTCF

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources