Daniel John Yergan
Investment adviser representative at Fidato Wealth LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$510.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Fidato Wealth LLCMay 2023 to now
- Valmark Financial GroupMay 2018 to May 2023
- Treloar & HeiselJan 2018 to Apr 2018
- Trumbull IndustriesMay 2017 to Dec 2017
- Youngstown Business IncubatorMay 2016 to Aug 2017
- Creative Stream MarketingApr 2012 to Aug 2017
- Production PackagingJul 2010 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Fidato Wealth LLC
$510.8MAssets managed
303Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6950444
- Firm CRD
- 158173