Over the past seventeen years, Dan has built his financial advising practice on the following principle:
"Each client deserves my best effort to deliver client-centered financial advice, instruments, and follow-up, consistent with quality recommendations aimed at effectively meeting client needs."
Those seventeen years have included building two practices - one where his career began in North Star's flagship Minneapolis, MN, office, and the other out of his current primary office in Austin, TX. While Dan's practice has become diversified through referrals to senior generations, business owners, and dozens of occupation types, the majority of his clients are specialty physicians.
Born and raised in northern Minnesota, Dan studied organizational management and finance at Gustavus Adolphus College, and started his career as a Financial Advisor at North Star Consultants, Inc. immediately thereafter. Dan's objective is to build an "organic practice" – one which is founded on keeping existing clients for years to come through met and exceeded expectations, thus eliminating the need to routinely deal with client turnover. He believes that focusing on cultivating an organic practice creates healthy growth through new clients referred from existing relationships.
Dan is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.
Dan and his wife, Abby, live in southwest Austin with their four sons, Jackson, Ryder, Finn and Briggs.
Dan is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1623289 / 10-2016
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Austin2801 Via Fortuna
Austin, TX 78746