AeroLeads people directory · profile
Daniel Evans, Cfp® Email & Phone Number
Company Shareholder
at
MPPL Financial
1 work email found
@mpplplan.com
1 phone found area 715
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Company Shareholder
Location
Marathon County, Wisconsin, United States
Company size
Who is Daniel Evans, Cfp®? Overview
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Quick answer
Daniel Evans, Cfp® is listed as Company Shareholder at MPPL Financial, a company with 41 employees, based in Marathon County, Wisconsin, United States. AeroLeads shows a work email signal at mpplplan.com, phone signal with area code 715, and a matched LinkedIn profile for Daniel Evans, Cfp®.
Daniel Evans, Cfp® previously worked as Financial Advisor at MPPL Financial at Mppl Financial and Member of the MPPL Board of Directors at Mppl Financial. Daniel Evans, Cfp® holds Certified Financial Planner™ Certification, Financial Planning And Services from Northwestern University.
Company email context
Email format at MPPL Financial
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{first}@mpplplan.com
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AeroLeads found 1 current-domain work email signal for Daniel Evans, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Evans, Cfp®
As a financial advisor and CERTIFIED FINANCIAL PLANNER™ with MPPL Financial, I focus on helping clients make informed decisions to secure current lifestyle needs and comfortably achieve a lifetime of financial goals.Often, the clients I work with are • Seeking guidance on determining the right time to retire so that they only do so once,• Have recently retired and want to ensure they can continue to live the life they envision for their next chapter, or• Are in the early phases of building wealth and are seeking to find the right balance between saving, investing, and enjoying life today.One of the best parts of my job is encouraging clients to dream about possibilities for their life that they never thought were imaginable. Whether it’s buying a vacation home, starting a business, or supporting educational expenses for children or grandchildren, together we explore what’s truly possible to achieve what matters the most in their lives.
Listed skills include Investments, Strategic Financial Planning, Portfolio Management, Series 7, and 30 others.
Current workplace
Daniel Evans, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mppl Financial
10 roles
Daniel Evans, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor At Mppl Financial
CurrentProvide comprehensive financial planning and investment advisory services to MPPL clients. Continue to serve as a member of the MPPL Investment Committee, always committed to strengthening MPPL and our service offering to help more clients reach their fullest potential. MPPL Shareholder and member of the MPPL Board of Directors.
Jul 2005 - Present
Member Of The Mppl Board Of Directors
Current
Apr 2014 - Present
Company Shareholder
Current
Sep 2008 - Present
Vice President Client Services
CERTIFIED FINANCIAL PLANNER™ professional. Work as part of the firm's management team on strategic initiatives, in addition to being responsible for providing financial planning support to advisors and clients in all areas of financial planning. Continue to serve as a member of the MPPL Investment Committee, the decision-making body on overall portfolio.
Jan 2019 - Jul 2021
Vice President Financial Planning
CERTIFIED FINANCIAL PLANNER™ professional responsible for providing financial planning support to advisors and clients in all areas of financial planning. Served as the in-house expert on all financial planning issues. Managed daily activities of the financial planning department. Oversight for financial planning department staff and reported directly to.
Aug 2015 - Jan 2019
Planning Services Manager
CERTIFIED FINANCIAL PLANNER™ professional responsible for providing financial planning support to advisors and clients in all areas of financial planning. Served as the in-house expert on all financial planning issues. Managed daily activities of the financial planning department. Oversight for financial planning department staff and reported directly to.
Oct 2013 - Aug 2015
Investment Analyst
Performed research and analysis of investment options. Provided statistical information and made recommendations to professional staff/advisors on investment managers, advisory service products and services, investment selection, suitability guidelines, and reporting decisions. Responsible for the setup and maintenance of managed client accounts; the.
Jun 2003 - Sep 2013
Investment Intern
Jan 2003 - May 2003
Investment Intern
May 2002 - Aug 2002
Team & coworkers
Colleagues at MPPL Financial
Other employees you can reach at mpplfinancial.com. View company contacts for 41 employees →
BL
Benjamin Laska, Cfp®
Colleague at Mppl FinancialMarathon County, Wisconsin, United States, United States
View →
EM
Eric Madson, Chfc®, Crps®, Clu®
Colleague at Mppl FinancialDuluth, Minnesota, United States, United States
View →
CC
Chethan Chethan
Colleague at Mppl FinancialBengaluru, Karnataka, India, India
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JO
John O'Brien, Cfp®
Colleague at Mppl FinancialGreater Chicago Area, United States
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JO
Jeff Ottosen
Colleague at Mppl FinancialMarathon County, Wisconsin, United States, United States
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RK
Rakesh Kumar
Colleague at Mppl FinancialGhaziabad, Uttar Pradesh, India, India
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JD
Jesse D.
Colleague at Mppl FinancialUnited States, United States
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HJ
Heather Jacobson
Colleague at Mppl FinancialMarathon County, Wisconsin, United States, United States
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DN
Dan Nguyen, Cfa
Colleague at Mppl FinancialMarathon County, Wisconsin, United States, United States
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SS
Sebastian Sullivan
Colleague at Mppl FinancialDuluth, Minnesota, United States, United States
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Benjamin Laska, Cfp®
Colleague at Mppl FinancialMarathon County, Wisconsin, United States, United States
View →
EM
Eric Madson, Chfc®, Crps®, Clu®
Colleague at Mppl FinancialDuluth, Minnesota, United States, United States
View →
CC
Chethan Chethan
Colleague at Mppl FinancialBengaluru, Karnataka, India, India
View →
JO
John O'Brien, Cfp®
Colleague at Mppl FinancialGreater Chicago Area, United States
View →
JO
Jeff Ottosen
Colleague at Mppl FinancialMarathon County, Wisconsin, United States, United States
View →
RK
Rakesh Kumar
Colleague at Mppl FinancialGhaziabad, Uttar Pradesh, India, India
View →
JD
Jesse D.
Colleague at Mppl FinancialUnited States, United States
View →
HJ
Heather Jacobson
Colleague at Mppl FinancialMarathon County, Wisconsin, United States, United States
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DN
Dan Nguyen, Cfa
Colleague at Mppl FinancialMarathon County, Wisconsin, United States, United States
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SS
Sebastian Sullivan
Colleague at Mppl FinancialDuluth, Minnesota, United States, United States
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4 education records
Daniel Evans, Cfp® education
Certified Financial Planner™ Certification, Financial Planning And Services
Master Of Business Administration (Mba)
Bachelor Of Science (Bs), Economics
Education record
Wausau East
FAQ
Frequently asked questions about Daniel Evans, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Evans, Cfp® work for?
Daniel Evans, Cfp® works for MPPL Financial.
What is Daniel Evans, Cfp®'s role at MPPL Financial?
Daniel Evans, Cfp® is listed as Company Shareholder at MPPL Financial.
What is Daniel Evans, Cfp®'s email address?
AeroLeads has found 1 work email signal at @mpplplan.com for Daniel Evans, Cfp® at MPPL Financial.
What is Daniel Evans, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 715 for Daniel Evans, Cfp® at MPPL Financial.
Where is Daniel Evans, Cfp® based?
Daniel Evans, Cfp® is based in Marathon County, Wisconsin, United States while working with MPPL Financial.
What companies has Daniel Evans, Cfp® worked for?
Daniel Evans, Cfp® has worked for Mppl Financial, Financial Design Group, and Merrill Lynch.
Who are Daniel Evans, Cfp®'s colleagues at MPPL Financial?
Daniel Evans, Cfp®'s colleagues at MPPL Financial include Benjamin Laska, Cfp®, Eric Madson, Chfc®, Crps®, Clu®, Chethan Chethan, John O'Brien, Cfp®, and Jeff Ottosen.
How can I contact Daniel Evans, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Evans, Cfp® at MPPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Daniel Evans, Cfp® attend?
Daniel Evans, Cfp® holds Certified Financial Planner™ Certification, Financial Planning And Services from Northwestern University.
What skills is Daniel Evans, Cfp® known for?
Daniel Evans, Cfp® is listed with skills including Investments, Strategic Financial Planning, Portfolio Management, Series 7, Mutual Funds, Investment Management, Financial Modeling, and Estate Planning.
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Daniel Evans, CFP®
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