Daniel Guhl, CFP® Daniel Guhl

Director of Portfolio Research

daniel.guhl@nm.com

414-203-6016

Dan is responsible for a variety of investment related operations including trading, 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 Prescient Financial Solutions in 2013, Dan began his career at Ameriprise Financial in Minneapolis, MN. Dan resides in downtown Milwaukee and keeps himself busy by participating year-round adult recreational sports leagues, competing in basketball, football, softball and volleyball.

  • Certified Financial Planner Designation (CFP®)
  • University of Wisconsin-Madison: Bachelor of Business Administration with an emphasis in Finance & Risk Management
  • Series 7 and 63 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses

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


Prescient Financial Solutions

 

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