RD
Rosemary Danielson
from Balanced Financial Planning, Inc.
Rosemary Danielson is a financial advisor based in Kansas, Overland Park,
with 38 years of experience. Rosemary currently works for
Balanced Financial Planning, Inc..
Rosemary maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Rosemary Danielson works at Balanced Financial Planning, Inc.
Balanced Financial Planning, Inc. is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $67,108,115 of assets under management and employs about 4 people. Balanced Financial Planning, Inc. uses a fee structure of hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
Hourly charges and fixed fees
Office location
6701 W. 64th Street, Suite 223, Overland Park, Kansas, 66202
Advisor can help with
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