Dan O'Heron, Financial Advisor located in South Milwaukee, WI

Financial Advisor
Dan O'Heron

2315 10th Ave Suite 102, South Milwaukee, WI 53172opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Manufacturing Professionals
  • Public Service Professionals

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Hunting
  • Fishing
  • Gardening

Team Members

  • Amy Leitermann
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(414) 764-4784

Fax

(866) 462-3900

Office Address

2315 10th Ave Suite 102
South Milwaukee, WI 53172opens in a new window

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