Our Office: Thank you for taking the time to learn about our branch team. The number one priority at our office is to get to know you, understand your personal goals and partner with you for the rest of your life.
Our Partnership: The partnership we build with our clients does not end with their money. We extend our partnership to working with our client's CPA and estate planning attorney to make sure there are no stones left unturned within their comprehensive financial picture.
Our Value to You: Our office provides the most value to those who are or want to be serious long-term savers. We focus on helping pre-retirees, retirees and business owners achieve their long-term financial goals. We strive to make sure all of our clients feel confident in their financial strategy and long-term plan every time they leave our office.
Personal Background: I was born and raised in Park Rapids, MN. I attended Concordia College in Moorhead, MN, where I played football, was on the wrestling team and was a founding member of the Steve Scheel Investment Fund. I graduated in 2015 with a bachelor's degree in business finance.
My Passions: When I am not at the office serving my clients, you can find me spending time with my wife, at the gym, reading a book or participating in an event around the community.
Volunteering: I am an active member of the Park Rapids Rotary Club, the Park Rapids Chamber of Commerce and the vice president of the Hubbard County Historical Society. I am also currently the vice president of the Headwaters Softball League, a youth football coach and a Kinship Reading Buddies Mentor at Park Rapids Elementary School.
Call our office at (218) 237-6735 to set up a time to stop in, meet virtually, or chat on the phone to discuss your financial goals. We look forward to meeting you!
- Retirement Income Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Active Lifestyle
- Outdoor Enthusiast
- Sports Enthusiast
Office Address718 First Street East
Park Rapids, MN 56470
Phone NumberDan Pike at (218) 237-6735
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||07:30AM - 03:00PM|
|Sat||By Appointment Only|
- Web Conferencing
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