Dan S Guhl

Dan S Guhl, CFP®

Director of Investment Operations



Education & Designations

  • University of Wisconsin-Madison – Bachelor of Business Administration-Finance & Risk Management
  • 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.


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


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck