Dan S Guhl

Dan S Guhl, CFP®

Director of Investment Operations

daniel.guhl@nm.com

414-203-6016

Education & Designations

  • University of Wisconsin-Madison – Bachelor of Business Administration-Finance & Risk Management
  • CERTIFIED FINANCIAL PLANNERTM (CFP®certification
  • Series 7 and 66 Licenses / Wisconsin Life & Disability

Professional History

Dan is responsible for a variety of investment related tasks including processing trades, distributions, rollovers, tax-loss harvesting, systematic rebalancing, performance reporting, and answering account and market related questions. He is a member of our investment committee and also assists the team in the maintenance and monitoring of financial plans. Prior to joining the team in 2013, Dan began his career at Ameriprise Financial in Minneapolis, MN.

Personal

Dan resides in downtown Milwaukee and keeps himself busy by participating year-round adult recreational sports leagues, competing in basketball, football, softball and volleyball.


Jerry David, MBA, CLU®, CFP®, AEP®
Wealth Management Advisor


Prescient Financial Solutions

 

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