Harold Dance Investments

Daniel Neeley is a financial advisor with Harold Dance Investments in Logan, Utah, holding the PFS™ designation and Series 63 and 65 licenses. He has 17 years of industry experience and has been with Harold Dance Investments since 2008. Outside of his advisory role, he serves as the managing member of 360 North Main, LLC, a commercial real estate rental business. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities through a team of seven advisors managing approximately $132 million in assets. The firm constructs portfolios centered on mutual funds tailored to clients’ objectives and risk tolerance, operating as both a registered investment adviser and a FINRA-registered broker-dealer while also holding insurance licenses.

Stephen Neeley is a financial advisor with Harold Dance Investments in Logan, UT, holding Series 65 and Series 63 licenses and 27 years of industry experience. He has been with Harold Dance Brokerage since 1999. Outside of his advisory role, he is a member of 360 North Main, LLC, a commercial real estate rental business. Harold Dance Investments provides portfolio management and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm manages mutual fund-focused portfolios on a discretionary basis and maintains dual registration as an SEC-registered investment adviser and FINRA-registered broker-dealer.

Kristi Lyn Wilkinson is a CFP® professional with four years of industry experience, currently serving as an advisor at Harold Dance Investments. She holds designations including Series 65 and Series 63 and is also a Senior Lecturer at Texas Tech University, where she teaches basic financial management topics. Harold Dance Investments provides portfolio management and financial planning services to individuals, trusts, charitable organizations, and business entities. The firm operates as both an SEC-registered investment adviser and a FINRA-registered broker-dealer, offering mutual fund-focused discretionary portfolios and maintaining insurance licensing alongside advisory services.

Kent Haueter is a CFP® and ChFC® with 43 years of industry experience, currently serving at Harold Dance Investments since 2006. He is part of a seven-advisor team based in Logan, UT. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities, managing approximately $132 million in assets across 300 client relationships. The firm combines registered investment advisory and broker-dealer services, constructing portfolios primarily centered on mutual funds tailored to clients’ objectives and risk tolerance.

Garrett Ellis is a financial advisor at Harold Dance Investments with Series 63 and Series 65 licenses. He has no prior industry experience but has been with Harold Dance Investments since 2025. Outside of his advisory role, Ellis is the managing owner of Sprinkler Pro AK, LLC, a mowing and irrigation services business, and Spruce Ridge Estates, LLC, which manages multi-family dwelling units. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities through a seven-advisor team managing approximately $132 million in assets. The firm offers portfolio management centered on mutual funds, brokerage services, and insurance products, operating as both a registered investment adviser and a FINRA-registered broker-dealer.

Aaron Neeley is a financial advisor at Harold Dance Investments with 11 years of industry experience. He holds the Series 66 designation and has been with Harold Dance Investments since 2015. Outside of his advisory role, he is a member of 360 North Main, LLC, a commercial real estate rental business. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities through a seven-advisor team managing approximately $132 million in assets. The firm offers portfolio management focused on mutual funds, brokerage services, and insurance products, operating as both a registered investment adviser and a FINRA-registered broker-dealer.

Patty Bartholomew is a financial advisor with Harold Dance Investments, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Parsonex Advisory Services and Parsonex Securities. Outside of finance, Bartholomew serves as Executive Director and Board President of Cache Youth Orchestras and is a board member of Mountain West String Academy, both organizations focused on youth orchestra education. Harold Dance Investments serves individuals, trusts, charitable organizations, and business entities through a seven-advisor team managing approximately $132 million in assets. The firm offers portfolio management centered on mutual funds and maintains dual registration as both a registered investment adviser and broker-dealer, providing a range of advisory and brokerage services.

Jack Peterson is a financial advisor with Harold Dance Investments in Logan, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Harold Dance Investments since 2009. Outside of his advisory work, he serves as trustee and provides accounting and investment management for a family trust established for his sister. Harold Dance Investments is a seven-advisor team managing approximately $132 million in assets for individuals, trusts, charitable organizations, and businesses. The firm offers portfolio management centered on mutual funds, tailoring allocations to client objectives and risk tolerance, and operates as both a registered investment adviser and a FINRA-registered broker-dealer with insurance licenses.