Dan Artrip, Cfp® Email & Phone Number
@ramsier.net
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Who is Dan Artrip, Cfp®? Overview
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Dan Artrip, Cfp® is listed as Certified Financial Planner® (CFP®) at Ramsier Financial Services, a company with 6 employees, based in Smithville, Ohio, United States. AeroLeads shows a work email signal at ramsier.net and a matched LinkedIn profile for Dan Artrip, Cfp®.
Dan Artrip, Cfp® previously worked as Certified Financial Planner™ (CFP®) at Ramsier Financial Services and Rep Assistant at Ramsier Financial Services. Dan Artrip, Cfp® holds Bachelor Of Science (B.S.), Business Administration And Finance from Grace College And Seminary.
Email format at Ramsier Financial Services
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AeroLeads found 2 current-domain work email signals for Dan Artrip, Cfp®. Compare company email patterns before reaching out.
About Dan Artrip, Cfp®
Dan Artrip joined Ramsier Financial Services in April of 2010 and in 2024 became a co-owner with Brent Steiner and Doug Ingold. His role at the office is Financial Advisor, which means he meets with clients, helping and assisting them in a variety of areas. His areas of focus include wealth management, investments, insurance, retirement planning, education planning and financial planning. He especially enjoys working with widows and widowers. He is a Licensed Insurance Producer in the state of Ohio, holds his Series 7 and 66 registrations and earned his Certified Financial Planner® designation from the CFP Board of Standards back in 2013. In addition to his advisory role at Ramsier Financial, Dan handles the bookkeeping for the company.Dan is a graduate of Norwayne High School and Grace College, where he double-majored in Business Administration and Finance. He resides in Wooster with his wife Jess and their three children Collins, Judah, and Charlotte. While away from work, he enjoys playing and watching sports, relaxing with family and friends, and serving at Wooster Grace Church in various capacities.Registered Representative: Securities and investment advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and a registered investment adviser. Ramsier Financial Services is not affiliated with Cetera Advisors LLC. 790 E. Main Street, Smithville, OH 44677 330-669-3005
Listed skills include Investments, Certified Financial Planner, Series 66, Customer Service, and 7 others.
Dan Artrip, Cfp®'s current company
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Dan Artrip, Cfp® work experience
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Certified Financial Planner™ (Cfp®)
CurrentDan joined Ramsier Financial Services in April of 2010. His role at the office is financial advisor, which means he meets with clients, helping and assisting them in a variety of areas. His areas of expertise include wealth management, investments, insurance, retirement planning, education planning, and financial planning. He also handles the bookkeeping.
Rep Assistant
Dan joined Ramsier Financial Services in April of 2010. He handles a variety of administrative functions from scheduling appointments to processing new and existing business. He also does the bookkeeping for the company and helps with rebalancing and placing trades inside of client's portfolios, as he holds his Series 7 registration.
Colleagues at Ramsier Financial Services
Other employees you can reach at ramsier.net. View company contacts for 6 employees →
Samantia Chamberlain
Colleague at Ramsier Financial Services
Fort Lauderdale, Florida, United States, United States
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AM
Audrie Merillat
Colleague at Ramsier Financial Services
United States, United States
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JF
Justin Fath, Cfp®
Colleague at Ramsier Financial Services
Smithville, Ohio, United States, United States
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CB
Caleb Beery
Colleague at Ramsier Financial Services
Rittman, Ohio, United States, United States
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BS
Brent Steiner
Colleague at Ramsier Financial Services
Smithville, Ohio, United States, United States
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Dan Artrip, Cfp® education
Bachelor Of Science (B.S.), Business Administration And Finance
Honors Diploma
Frequently asked questions about Dan Artrip, Cfp®
Quick answers generated from the profile data available on this page.
What company does Dan Artrip, Cfp® work for?
Dan Artrip, Cfp® works for Ramsier Financial Services.
What is Dan Artrip, Cfp®'s role at Ramsier Financial Services?
Dan Artrip, Cfp® is listed as Certified Financial Planner® (CFP®) at Ramsier Financial Services.
What is Dan Artrip, Cfp®'s email address?
AeroLeads has found 2 work email signals at @ramsier.net for Dan Artrip, Cfp® at Ramsier Financial Services.
Where is Dan Artrip, Cfp® based?
Dan Artrip, Cfp® is based in Smithville, Ohio, United States while working with Ramsier Financial Services.
What companies has Dan Artrip, Cfp® worked for?
Dan Artrip, Cfp® has worked for Ramsier Financial Services.
Who are Dan Artrip, Cfp®'s colleagues at Ramsier Financial Services?
Dan Artrip, Cfp®'s colleagues at Ramsier Financial Services include Samantia Chamberlain, Audrie Merillat, Justin Fath, Cfp®, Caleb Beery, and Brent Steiner.
How can I contact Dan Artrip, Cfp®?
You can use AeroLeads to view verified contact signals for Dan Artrip, Cfp® at Ramsier Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Dan Artrip, Cfp® attend?
Dan Artrip, Cfp® holds Bachelor Of Science (B.S.), Business Administration And Finance from Grace College And Seminary.
What skills is Dan Artrip, Cfp® known for?
Dan Artrip, Cfp® is listed with skills including Investments, Certified Financial Planner, Series 66, Customer Service, Disability Insurance, Series 7, Retirement Planning, and Securities.
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