Dan Bachman CFP®

Financial Advisor
515-401-1499

Dan is passionate about helping clients understand their financial life. Leveraging over 30 years of experience, Dan helps break down complex financial concepts into an understandable format. “My goal is to provide my clients with the knowledge and tools to achieve their goals.”

Dan resides in Urbandale with his wife, Sue. When not in the office, you can find Dan traveling the world as a certified International Judge for men’s gymnastics. When at home, Dan enjoys spending time with his family, traveling, and running.

Credentials

  • Guide Financial Group, Founding Partner
  • Certified Financial Planner™
  • FINRA Series 7 & 66
  • Life & Health Insurance License
  • Registered Representative, Securian Financial Services
  • Investment Advisor Representative, Securian Financial Services