Helping you and your family adapt and adjust your financial plan to accommodate your life and goals.
As LPL Associate Financial Consultant, Dan partners with his team to assist clients with their investment and financial planning needs. He focuses on developing strong relationships with clients to help them through every step of their financial journey. Dan aims to understand clients on a personal level to create a financial plan tailored to every individual’s unique situation.
- Began career with Johnson Financial Group in 2019
- Accident and health, life, and variable life/variable annuity insurance licenses with the state of Wisconsin
- Holds the FINRA Series 7 and 66 registrations through LPL Financial
- BBA in Finance from the University of Wisconsin – Whitewater
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|
Ask Me About
- Maximizing your investment's potential while managing risk
- Planning for educational expenses
- Retirement and financial planning
- Built benches for the Milwaukee County Parks System as part of an Eagle Scout project
- Active volunteer as an Eagle Scout including food drives and community trash collection programs