Daniel Bowerman Email & Phone Number

With over 30 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.I have earned a Bachelor’s degree in economics from the University of Wisconsin-Madison. In addition to being a designated Private Investment Management (PIM) Portfolio Manager, I also focus on retirement planning using Wells Fargo Advisors’ Envision® Plan program. The Private Investment Management (PIM) and Fundamental Choice programs may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for these programs is $50,000.Please contact me by email (daniel.bowerman@wfadvisors.com) or by phone (262-798-3741). I cannot respond to messages through LinkedIn.This information is intended for use by residents of AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MD, MI, MN, MT, NC, NH, NM, OH, OK, RI, SC, TN, TX, WA, and WI only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Retirement Planning, Mutual Funds, Financial Services, and 2 others.

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  University Of Wisconsin-Madison

  Economics