Dan Egerdahl
Bob Jones University
Tell me more about Dan Egerdahl?
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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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.
...See MoreWork Experience
Financial Advisor
Financial Services
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
Skill
Asset Allocation Strategies
Asset Protection Strategies
Estate And Legacy Strategies
Financial Assessment
Wealth Management And Preservation
Certification
Colleagues
Barrett Feltmeier
Senior Digital Product Owner
Scott Young
Owner, Bootleggers Rest. & Brewery
Sean Hawksford
financial advisor | former small business owner | bought a house with a sign
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Robyn Frederking, PMP, POPM
sr digital product owner at edward jones
Other Named Dan Egerdahl
Frequently asked questions
We found 3 Dan Egerdahl's email addresses
We found 2 Dan Egerdahl's phone numbers
Dan Egerdahl's social media include: Linkedin,
Dan Egerdahl works for Edward Jones
Dan Egerdahl's role in Edward Jones is Financial Advisor
Dan Egerdahl works in the industry of Financial Services
Dan Egerdahl's colleagues are Barrett Feltmeier,Scott Young,Sean Hawksford
Dan Egerdahl's latest job experience is Financial Advisor at Edward Jones
Dan Egerdahl's latest education in Bob Jones University