Daniel Anderegg, CLU®, ChFC®, MSFS
Areas of Expertise
- Financial Planning
- Wealth Management
- Business Succession and Estate Planning
- Retirement Income Strategies
- Registered Representative, Securian Financial Services
- Investment Advisor Representative, Securian Financial Services
- Life and Health Insurance License
- Bachelor of Arts, Coe College
- Chartered Financial Consultant (ChFC®)
- Masters of Science in Financial Services, American College
- FINRA Series 7,63 & 65
- In the Financial Services Industry since 1993
Leadership & Civic
- SmartVestor Pro member Dave Ramsey*
- Past president of the Eastern Iowa Chapter of the Society of Financial Service Professionals.
- Junior Achievement Volunteer
- Lives in Cedar Rapids
- Married to Heather with three kids, Lincoln, Maleaha, and Ella
- Hobbies include, traveling, cooking, reading and working out.
* 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.