Dan Monaghan

Dan Monaghan Email and Phone Number

Wealth Advisor at Allen Capital Group @ Allen Capital Group
grand island, nebraska, united states
Dan Monaghan's Location
Central City, Nebraska, United States, United States
Dan Monaghan's Contact Details
About Dan Monaghan

Dan Monaghan is a Wealth Advisor at Allen Capital Group at Allen Capital Group. He possess expertise in wealth management, microsoft office, estate planning, inheritance tax planning, estate tax planning.

Dan Monaghan's Current Company Details
Allen Capital Group

Allen Capital Group

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Wealth Advisor at Allen Capital Group
grand island, nebraska, united states
Website:
allencapgroup.com
Employees:
21
Dan Monaghan Work Experience Details
  • Allen Capital Group
    Wealth Advisor
    Allen Capital Group Feb 2016 - Present
    Central City, Ne
    Allen Capital Group is a Wealth Management Firm offering clients unbiased portfolio management, estate planning, tax planning and preparation, and risk management services. Our team of experienced financial service professionals is dedicated to the highest level of service for our clients. We believe that our brand is only as good as our employees, which is why we take great pride in them. Our team holds 9 professional designations including three CFP®’s, two CPA’s, a CFA Charter holder, a PFS, a ChFC, and a CLU.As an Independent Registered Investment Advisor (RIA), we work only for our clients. Client service is our specialty, and we take pride in being free of conflict and upholding our fiduciary duty.
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  • Symphonic Financial Advisors
    Financial Advisor
    Symphonic Financial Advisors Jan 2006 - Feb 2016
    715 16Th Ave, P.O. Box 44, Central City, Ne 68826-0044
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Jan 1987 - Jan 2006
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Dan Monaghan Skills

Wealth Management Microsoft Office Estate Planning Inheritance Tax Planning Estate Tax Planning

Dan Monaghan Education Details

Frequently Asked Questions about Dan Monaghan

What company does Dan Monaghan work for?

Dan Monaghan works for Allen Capital Group

What is Dan Monaghan's role at the current company?

Dan Monaghan's current role is Wealth Advisor at Allen Capital Group.

What is Dan Monaghan's email address?

Dan Monaghan's email address is da****@****cfa.com

What is Dan Monaghan's direct phone number?

Dan Monaghan's direct phone number is +130894*****

What schools did Dan Monaghan attend?

Dan Monaghan attended University Of Nebraska-Lincoln, Sidney Community High School.

What skills is Dan Monaghan known for?

Dan Monaghan has skills like Wealth Management, Microsoft Office, Estate Planning, Inheritance Tax Planning, Estate Tax Planning.

Who are Dan Monaghan's colleagues?

Dan Monaghan's colleagues are Chelsea Seim, Kent Koch, Cpfa®, Steven Cahoy, Brennin Leach, Sasha Miller, Cpa, Cva, Morganne Manivong, Shrm-Cp, Abbie Siemers.

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