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Personalized Innovative Solutions
Statement to Clients
Background Information
Business Background:

September 2012 – Present

United Planners Financial Services

Registered Assistant
2016 – Present

Cambridge Investment Research Inc.

Registered Representative
2012 – 2016

Edward Jones

Financial Advisor
2009 – 2012

Deere & Co

Quality Analyst
September 1977 – April 2009

Education:
University of Minnesota

Bachelor of Arts
1971-1974

University of Northern Iowa

Masters Degree – Industrial Technology
1989-1992

Designations/Licenses:

Series 7, 66

Life, Health and Annuity

Disciplinary Information:

Daniel has no disciplinary information history to disclose.

Daniel S. Conklin

Associate – Yantis & Associates Financial Advisors

Phone: 319.277.3787
4600 University Ave.
Cedar Falls, IA 50613
Fax:  319.277.7598
Email: [email protected]
Website: www.rdafn.com

 

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The cornerstone of RDA Financial Network is to foster enduring relationships. We understand that one person cannot always answer every question but a network of independent financial professionals can provide innovative solutions together. This enhances the relationship between clients and advisors alike.
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General Inquiries: 888-300-4975
Fax Number: 712-568-3977

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