While I was in college, my father told me that if I took a class on personal finance, I would learn valuable skills and tips that I would use the rest of my life. I ended up being fascinated with the strategy behind long-term planning and goal setting, and four years later, I ended up getting a degree in business finance from Concordia College in Moorhead, Minnesota. After graduating, I got hired at Edward Jones and became a financial advisor in 2017. In 2021, I obtained my CFP® certification. I love learning and am a strong believer in staying committed to advanced education to help ensure my clients are implementing a customized strategy designed to help them reach their goals.
Our number one goal as an office is to ensure you have confidence in your finances and long-term strategy. Our ideal client is a serious investor who wants to delegate planning and investing duties so they can focus and prioritize their time on what is most important to them.
On a personal note my wife, Kellyn, and I live in Park Rapids with our cat, Boots, and enjoy spending time in the great outdoors of "lakes country", hunting, fishing, hiking and relaxing by the lake. I am very active in volunteering within the community through the Rotary Club, Chamber board, Historical Society board and softball board.
We offer a free second opinion to anyone who is currently investing on their own or working with another financial advisor. We often find that that after reviewing a client's current investments and long-term financial plan, a few small changes can make a significant impact on their goals. Between investments, insurance, employee benefits, taxes and estate planning, the only constant over our financial lifetimes is change. Our proactive client contact strategy helps us to help you ensure you are on track to achieve your goals.
Thank you for taking the time to learn about our branch team. Please give us a call to schedule an appointment to review your goals.
- Retirement Income Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Active Lifestyle
- Outdoor Enthusiast
- Coaching Sports
Phone NumberDan Pike at (218) 237-6735
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