25.9.15
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Suggested Credentials
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Daniel L. Speer,
11 Credentials
7 Issuers
Wealth Management Certified Professional®
Wealth Management Certified Professional®
January 1, 2025
The American College of Financial Services
Master of Science in Financial Planning
Master of Science in Financial Planning
July 1, 2024
The American College of Financial Services
Daniel Speer
Expiration Date: 8/31/28 Initial Certification: 4/3/24 Institute ID: 158818
Certified Private Wealth Advisor® (CPWA®)
Certified Private Wealth Advisor® (CPWA®)
April 3, 2024
CPWA® Certification
Registered Social Security Analyst
June 23, 2023
National Association of Registered Social Security Analysts
Unverified
Unverified credential.
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Expired
Expired credential.
Daniel Speer
Expiration Date: 08/31/2026 Initial Certification: 03/27/2023 Institute ID: 158818
Certified Investment Management Analyst® (CIMA®)
Certified Investment Management Analyst® (CIMA®)
March 27, 2023
CIMA® Certification
Retirement Income Certified Professional®
Retirement Income Certified Professional®
January 1, 2023
The American College of Financial Services
Daniel Speer
Expiration Date: 8/31/26 Initial Certification: 9/26/22 Institute ID: 158818
Retirement Management Advisor® (RMA®)
Retirement Management Advisor® (RMA®)
September 26, 2022
RMA® Certification
January 1, 2016
Daniel Speer
Elite
Investments & Wealth Institute Member
January 1, 2016
Membership
Daniel L. Speer,
October 4, 2004
CERTIFIED FINANCIAL PLANNER® Professional
October 4, 2004
CFP Board
Chartered Financial Consultant®
Chartered Financial Consultant®
August 1, 2004
The American College of Financial Services
Chartered Life Underwriter®
Chartered Life Underwriter®
July 1, 2004
The American College of Financial Services
