Dan Egerdahl
Financial Advisor@ Edward Jones
Greenville, South Carolina, United States
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Dan Egerdahl is an experienced financial advisor with 18.8 years of work experience. He specializes in asset allocation strategies, asset protection strategies, estate and legacy strategies, financial assessment, wealth management, and preservation. Based in the United States, Dan is passionate about helping entrepreneurs and families develop comprehensive financial strategies. He is actively involved in coaching and attending sports events, and holds a Life Accident and Health Insurance Agent License and FINRA 7 and 66 registrations. Dan holds a Life Accident and Health Insurance Agent License and a FINRA 7 and 66 registrations. He holds a Life Accident and Health Insurance Agent License and a FINRA 7 and 66 registrations.
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Emails and Phone Numbers

@hotmail.com
@bellsouth.com
@yahoo.com
+1 302477****
+1 864848****
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About

The ability to impact lives has always been my passion. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies. I strive to serve clients with an unbiased approach. I grew up in the suburbs of Chicago. I currently reside in Greenville, SC with my wife and best friend. We have two boys, one girl and a yorkie. Outside of the office, I am coaching or attending our children's sporting events. We are actively engaged in the ministry at Grace Church. Our oldest son has a passion for music and soccer, our other son loves art and all things Marvel and our daughter enjoys reading and crafts. I received my undergraduate degrees from Bob Jones University in Greenville, SC. I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as achieving my Accredited Asset Management Specialist designation.

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Work Experience

12555 Manchester Road, St. Louis, MO, 63131, US

Financial Services

40732
Phone
+1 3145152000

Dan Egerdahl's Professional Milestones

  • Financial Advisor (2008-06-01~): Managing and advising clients on financial decisions, ensuring exceptional client satisfaction and financial safety.

Education

Bob Jones University
Bob Jones University1996-2000