National Retirement Planning Experts

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Local Professionals

Daniel Adams, CFP®, AIF®

Latitude Wealth Management LLC

7117 West Hood Place, Suite 120

Kennewick, WA 99336
(509) 6282291

About Latitude Wealth Management LLC

Latitude Wealth Management was formed in 2014 through the acquisition in 2012 of Hamilton Fisher Wealth Management by Daniel Adams, CFP®. Since 2002, we have served our clients in Southeastern Washington State, or wherever they may reside, by providing goal-focused, planning-driven financial solutions with an eye toward achieving our clients' most important financial objectives.

General Information

Firm Start Year

2002

No.of Employees

2-4

CRD#

4524182

Firm CRD#

10299

Name of Broker/Dealer

Cetera Advisor Networks LLC

Name of Custodial Firm

Pershing LLC, TD Ameritrade Institutional

States Licensed in

AK, AR, AZ, CA, CO, FL, ID, IL, IN, KY, MT, NH, NV, NY, OR, SD, VA, WA, WY.

Years of Experience in Financial Services

16

Number of Years with Current Firm

4+

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)

Securities Licenses

Series 63, Series 7, Series 65

Insurance and Annuity Licenses

Health, Disability, Long Term Care, Variable, Life

Financial Organization Memberships

National Association of Estate Planners & Councils (NAEPC), Financial Planning Association (FPA)

Non-Financial Organization Memberships

Boy Scouts of America; National Eagle Scout Association

Compensation and Fees

Fee Structure

I am a Fee-Based financial professional

Compensation Methods

Based on Assets

Fee % Based on Assets

1.0

Education

Bachelor of Science - Mechanical Engineering

Northwestern University
-

Master of Science - Biomedical Engineering

Tulane University
-

Disclaimer

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Group Partners, a division of CWM, LLC, is a nationwide partnership of advisors.