Dan V. Estenson

, CFP®, AIF®

Lead Wealth Manager

dan estenson smiling in a suit

Dan V. Estenson

Lead Wealth Manager

Dan is a Lead Wealth Manager who helps clients pursue their lifelong goals through retirement income planning, tax minimization strategies, and wealth planning. Dan also helps develop college education funding strategies for our clients, in an effort to reduce the increasing costs of post-secondary education. He lives in Chippewa Falls with his wife, Nicole, and three children. In his free time, Dan enjoys traveling, the outdoors, and spending time with his family.

Certifications, Licenses, and Registrations

  • CERTIFIED FINANCIAL PLANNERâ„¢ professional
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses
  • Accredited Investment Fiduciary®

Education and Training

  • Series 7, 66
  • Bachelor’s Degree – Accounting; University of Wisconsin – Eau Claire
  • College for Financial Planning graduate

 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Learn why you may be able to retire earlier than you think.

"*" indicates required fields

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Learn why you may be able to retire earlier than you think.

"*" indicates required fields

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.