Dan Hardt Financial Services

Dan Hardt Financial Services Dan Hardt Financial Services helps clients move toward their "preferred futures", acting as financial guides for their journey. Repple & Company.

In addition to planning for the future we assist clients with investing as well as life, disability and long term care insurance needs. We enjoy learning about our clients and helping to chart the best course forward. We work with a variety of clients but seem to be valued most by those clients who want more out of life than the stereotypical American Dream. Many of our clients bring Christian bel

iefs to their decision-making process and we are blessed to help clients look at money - and life - through this lens. Our goal is to bring this perspective to the entire financial planning process. One of our areas of specialty is with Biblically Responsible Investing, which brings Biblical principles to the investment selection process. Our lead planner, Dan Hardt, has obtained many educational certifications and designations. He is one of the few planners in the nation who have both the Christian Financial Consultant and Kingdom Advisor designations as well as the Certified Kingdom Advisor designation. And Dan is the only financial planner in the world to have received the highest character-based awards from both of the two major Christian financial planner organizations. *


*The 2012 Integrity Award from the National Association of Christian Financial Consultants and the 2015 Larry Burkett Award from Kingdom Advisors.

---------------------------------------------------------------------------
Securities & Investment advisory through G.A. Member FINRA & SIPC.
101 Normandy Road
Casselberry, FL 32707
(407)339-9090

We offer financial planning and registered Investment products to residents of the following states: Kentucky, Indiana, Florida, California, Colorado, Georgia, Michigan, Nebraska, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Virginia, West Virginia, Wisconsin

10/10/2023

Career Opportunity: Client Operations Team (Full-Time, Monday-Friday)

We are in search of an Operations Team member to support our Financial Advisors in delivering a high level of service to our clients. Responsibilities will include answering phones, scheduling meetings, managing office supplies, document scanning and filing, updating client database, processing client service requests, and other projects as needed. Qualifications include:
• A genuine care for others
• Excellent client service skills
• High level of integrity
• High level of attention to detail
• Highly proficient computer skills
• Highly proficient written and verbal skills
• Experience in the Financial Services Industry or related field is a plus, but not required
• Business Degree preferred, but not required
To learn more about our firm and mission, please review our website www.hardtfinancial.com. If you meet these qualifications and would like to join our team, please email your resume to [email protected].

THINK. PRAY. COMMENT. SHARE
03/09/2017

THINK. PRAY. COMMENT. SHARE

THINK. PRAY. COMMENT. SHARE.
02/14/2017

THINK. PRAY. COMMENT. SHARE.

01/24/2017

Dan Hardt Financial Services works with clients to establish a Christ centered and Biblically sound financial plan. This includes the use of Biblically responsible investing.

THINK. PRAY. COMMENT. SHARE
01/04/2017

THINK. PRAY. COMMENT. SHARE

Here is a special event designed for Christian financial professionals. It will have a great impact. Please forward th...
11/17/2016

Here is a special event designed for Christian financial professionals. It will have a great impact. Please forward this to Christian financial professionals that you know (financial planners, investment advisors, accountants, attorneys, etc). Thanks, Dan

Don't miss this kickoff luncheon for Christian financial professionals (advisor, CPA, attorney, banker, mortgage professional, etc.) who want to integrate their faith with their practice. This is not limited to Southeast Christian Church members; anyone is welcome. Lunch is provided and free; however, registration is required.
Register now >> http://bit.ly/2eXSym9

08/17/2016

It's never to late to plan for retirement!

Use this calculator to estimate how much income and savings you may need in retirement.

08/17/2016

Please visit our website at:

Dan Hardt Financial Services works with clients to establish a Christ centered and Biblically sound financial plan. This includes the use of Biblically responsible investing.

08/15/2016

This is "Kingdom Advisors Larry Burkett Award" by on Vimeo, the home for high quality videos and the people who love them.

08/05/2016

If you have a family who relies on your income, then it is important to have life insurance protection. In the event of your untimely death, your beneficiaries can use funds from a life insurance policy for funeral and burial expenses, probate, estate taxes, day care, and any number of everyday expe...

Address

4350 Brownsboro Road Ste 110
Louisville, KY
40207

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15028934381

Website

Alerts

Be the first to know and let us send you an email when Dan Hardt Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category