DSB-ROCKISLAND

Dan and his wife Krista have two sons, Calvin and Henrik. Dan enjoys golf in the summer and hockey in the winter, along with coaching his boys’ sports teams. Dan and Krista enjoy family time, travel, and hosting meals for friends and family.

Daniel D. Gustafson

Partner | Financial Advisor

Professional Experience

Dan brings over 20 years of financial planning knowledge and experience to help his clients build comprehensive plans that bring clarity to their financial decisions and help them prioritize how to spend their time, energy, and resources to pursue their goals. One reason Dan’s clients value his knowledge to guide them through the financial decisions of life is his ability to make complex financial matters easy to understand. 

“I enjoy learning each client’s story to better understand their financial goals and reasons behind them,” says Dan, “then, I collaborate with them to create a plan and accountability to implement the plan, which will help them towards their goals.”

Dan’s parents inspired him to become a financial advisor. “My father shared their 401(k) statements with me when I was in high school and encouraged me to visit with their advisor to start investing,” recalls Dan. “I have wanted to help others the same way ever since.”

 

 

Connected, Proactive + Accessible® Professionals

Areas of Experience

Comprehensive Financial Planning
Investment and Risk Management
Retirement Income and Distribution Planning
Estate Planning

PROFESSIONAL MEMBERSHIPS

DSB Rock Island Wealth Management
Great Valley Advisor Group | LPL Financial

Education + Credentials

Bachelor of Arts, Organizational Management, Gustavus Adolphus College
Series 7 FINRA – License for general securities (stocks, bonds, mutual funds, ETF)1
Series 63 NASAA – License for federal and state securities regulations1
Series 65 NASAA – License for investment fee-based advisory services
General Insurance License, MN Department of Commerce – for traditional insurance (term, whole life, universal life and variable life), annuities, health, long-term care, disability, and group insurance.


1Series 7 and 63 held with LPL Financial and Series 65 held with Great Valley Advisor Group.

Community and Civic Activities

Volunteer, Youth Sports Coach

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Two Carlson Parkway, Suite 155
Plymouth, MN 55447
Phone: (763) 297-4330

8000 West 78th Street, Suite 415
Edina, MN 55439
Phone: (952) 236-1755

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Copyright © 2024. DSB Rock Island.

FOR BUSINESSES

Securities offered through LPL Financial, Member FINRA/SIPC . Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and DSB Rock Island Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.