Didi  MEMBER04,  CFP<sup>&reg;</sup> - Financial Advisor

Didi MEMBER04, CFP®

TestR

TESTING1

test.record

318 9th Street
Newell, SD 57760
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General

Didi MEMBER04 is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at test.record in Newell, SD and the surrounding communities.

Financial Advisor Overview

As a financial planner I specialize in working with families and small business owners to help them address their pressing financial concerns while aiding them in achieving their financial goals.

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Financial Advisor Experience

I have been providing financial planning advice and guidance for more than 20 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Canadian CFP

Insurance Licenses

  • Life insurance: SD
  • Health/disability insurance: SD
  • Property/casualty: SD

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer

This is where you will insert any specific disclaimer that is required by your broker-dealer. Please be compliant!

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Asset Allocation, Bankruptcy, Government & Military, Getting Divorced, Irregular Income, Real Estate, Minority Financing, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources