Dan Colburn Email & Phone Number
@colburnwm.com
2 phones found area 740
LinkedIn matched
Who is Dan Colburn? Overview
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Dan Colburn is listed as Wealth Advisor and Owner at Colburn Wealth Management, a company with 3 employees, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at colburnwm.com, phone signal with area code 740, and a matched LinkedIn profile for Dan Colburn.
Dan Colburn previously worked as Investment Advisor at Colburn Wealth Management. Dan Colburn holds Masters, Business Administration from Franklin University.
Email format at Colburn Wealth Management
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AeroLeads found 2 current-domain work email signals for Dan Colburn. Compare company email patterns before reaching out.
About Dan Colburn
Dan Colburn is a Wealth Advisor and Owner at Colburn Wealth Management.
Dan Colburn's current company
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Dan Colburn work experience
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Investment Advisor
Current- An independent, fee only investment advisor.
- Creates custom financial plans and investment strategies to empower clients to meet their goals.
- Provides ongoing management of client 401k, IRA, trust and similar investment accounts via TD Ameritrade Institutional.
- Consult clients regarding deferred compensation strategies, stock option execution and similar executive compensation arrangements.
- Meet with clients at least annually to assess investment performance and track progress against defined financial goals.
- Conduct client only webinars regarding economic and investment outlooks, financial principles and other related content.
Dan Colburn education
Masters, Business Administration
Bachelor, Business Administration
Frequently asked questions about Dan Colburn
Quick answers generated from the profile data available on this page.
What company does Dan Colburn work for?
Dan Colburn works for Colburn Wealth Management.
What is Dan Colburn's role at Colburn Wealth Management?
Dan Colburn is listed as Wealth Advisor and Owner at Colburn Wealth Management.
What is Dan Colburn's email address?
AeroLeads has found 2 work email signals at @colburnwm.com for Dan Colburn at Colburn Wealth Management.
What is Dan Colburn's phone number?
AeroLeads has found 2 phone signal(s) with area code 740 for Dan Colburn at Colburn Wealth Management.
Where is Dan Colburn based?
Dan Colburn is based in Columbus, Ohio Metropolitan Area, United States while working with Colburn Wealth Management.
What companies has Dan Colburn worked for?
Dan Colburn has worked for Colburn Wealth Management.
How can I contact Dan Colburn?
You can use AeroLeads to view verified contact signals for Dan Colburn at Colburn Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Dan Colburn attend?
Dan Colburn holds Masters, Business Administration from Franklin University.
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