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
952-236-1755
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.
