Daniel Anderegg CLU®, ChFC®, MSFS

Financial Advisor
319 378-1074

Leveraging over 26 years of experience, Dan helps individuals and families make good decisions with their money. With a focus on financial strategies, Dan helps clients through client-focused strategies to mitigate risks, manage wealth and prepare for retirement income.

Dan and his wife Heather live in Cedar Rapids. They have 3 children, Lincoln, Maleaha and Ella. Outside of the office, Dan enjoys traveling, cooking, reading and spending time with family.

Credentials

  • SmartVestor Pro member, Dave Ramsey
  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Master of Science in Financial Services; The American College
  • FINRA Series 7, 63, & 65
  • Life and Health Insurance Licensed
  • Registered Representative, Securian Financial Services
  • Investment Advisor Representative, Securian Financial Services
  • Bachelor of Arts; Coe College

Associations

  • Society of Financial Service Professionals, Past President of Eastern Iowa Chapter
  • Junior Achievement
  • Big Brother Big Sisters

 

 

* Neither Dan Anderegg, nor Securian Financial Services are affiliated with Dave Ramsey Solutions. Securian Financial Services, Inc. does not endorse Dave Ramsey. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.