Dan Perry

I help clients navigate their unique financial journey by creating individualized strategies. It is my top priority to learn what is most important to you so we can customize a financial strategy that meets your needs today and for your future.

Being up to date on market trends, having access to numerous tools and investment options, I value continuous learning. In addition to being registered with the Series 7 and Series 66 securities, I also hold my AAMS™ designation.

I’m a proud resident of White Bear Lake. I care about investing in our community. Currently, I serve as vice chair for the White Bear Area Food Shelf and am chair of the board for Marketfest. I’m also involved with the Greater White Bear Lake Community Foundation through their Leadership Tomorrow program.

In true Minnesota form, I enjoy spending as much time with family and being outside. My wife, Megan, is a teacher for White Bear Lake Area Schools, and we have 11-year-old twins, Wes and Natalie.

When calling the branch, know you are in good hands with my branch partner, Marianne Niemi. She connects at a personal level with all of our clients. Marianne enjoys spending time with family, friends and her dog, Maisy, going up north and UMD hockey.

We look forward to helping you achieve today’s goals and tomorrow’s dreams.

Dan