Daniel J. Determan, CFP®, ChFC®

MANAGING PARTNER

Dan began his career in the financial services industry in 2004 after earning a Bachelor’s Degree in Business from The University of Wisconsin-Platteville.

Dan currently holds the Chartered Financial Consultant (ChFC) designation and the CERTIFIED FINANCIAL PLANNER™ professional designation. While education has been a cornerstone of his practice, there is no substitute for the “hands on” experience that he has gained throughout his career guiding individuals, families, and business owners in the development of their financial strategies.

Dan lives in McFarland, Wisconsin with his wife Kristin and daughter Emma. They all enjoy fishing, skiing, boating, and spending time with their dog Izzy.

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EDUCATION

The University of Wisconsin – Platteville

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

CONTACT ME

(o) 1-888-505-3956
(f) 1-888-514-4196

SPECIALIZATION

Financial Planning
Asset Management

999 Fourier Dr. #301
Madison, WI 53717
1-888-505-3956