Daniel Evans, Cfp®

Daniel Evans, Cfp® Email and Phone Number

Company Shareholder @ MPPL Financial
Wisconsin, United States
Daniel Evans, Cfp®'s Location
Marathon County, Wisconsin, United States, United States
Daniel Evans, Cfp®'s Contact Details

Daniel Evans, Cfp® work email

Daniel Evans, Cfp® personal email

Daniel Evans, Cfp® phone numbers

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.

Daniel Evans, Cfp®'s Current Company Details
MPPL Financial

Mppl Financial

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Company Shareholder
Wisconsin, United States
Website:
mpplfinancial.com
Employees:
41
Daniel Evans, Cfp® Work Experience Details
  • Mppl Financial
    Company Shareholder
    Mppl Financial
    Wisconsin, United States
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  • Mppl Financial
    Financial Advisor At Mppl Financial
    Mppl Financial Jul 2005 - Present
    Wausau, Wisconsin, United States
    Provide 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.
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  • Mppl Financial
    Member Of The Mppl Board Of Directors
    Mppl Financial Apr 2014 - Present
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  • Mppl Financial
    Company Shareholder
    Mppl Financial Sep 2008 - Present
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  • Mppl Financial
    Vice President Client Services
    Mppl Financial Jan 2019 - Jul 2021
    Wausau, Wisconsin Area
    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 allocations and client investment strategies. MPPL Shareholder, member of the MPPL Board of Directors, and part of the service team providing high-level financial planning and investment advisory services to our clients.
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  • Mppl Financial
    Vice President Financial Planning
    Mppl Financial Aug 2015 - Jan 2019
    Wausau, Wisconsin, United States
    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 CEO. Served as a member of the MPPL Investment Committee, the decision-making body on overall portfolio allocations and client investment strategies. Company shareholder and member of the MPPL Board of Directors.
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  • Mppl Financial
    Planning Services Manager
    Mppl Financial Oct 2013 - Aug 2015
    Wausau, Wisconsin Area
    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 CEO. Served as a member of the MPPL Investment Committee, the decision-making body on overall portfolio allocations and client investment strategies. Company shareholder and member of the MPPL Board of Directors.
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  • Mppl Financial
    Investment Analyst
    Mppl Financial Jun 2003 - Sep 2013
    Wausau, Wisconsin Area
    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 compilation and completion of client, custodian, and firm paperwork; the review and maintenance of client transactions and activity; and the execution of client and firm tasks such as asset transfers and preparation of reports. Responsible for buying and selling securities as directed by the portfolio manager, advisors, or CIO. Served as a member of the Investment Committee, the decision-making body on overall portfolio allocations and client investment strategies.
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  • Financial Design Group
    Investment Intern
    Financial Design Group Jan 2003 - May 2003
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  • Merrill Lynch
    Investment Intern
    Merrill Lynch May 2002 - Aug 2002
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Daniel Evans, Cfp® Skills

Investments Strategic Financial Planning Portfolio Management Series 7 Mutual Funds Investment Management Financial Modeling Estate Planning Financial Analysis Asset Managment Wealth Management Retirement Planning Securities Retirement Asset Allocation Asset Management Banking Financial Advisory 401k Fixed Annuities Investment Advisory Alternative Investments Loans Risk Management Iras Financial Markets Wealth Accumulation Investment Strategies Finance Financial Planning Insurance Mortgage Lending Series 6 Disability Insurance

Daniel Evans, Cfp® Education Details

Frequently Asked Questions about Daniel Evans, Cfp®

What company does Daniel Evans, Cfp® work for?

Daniel Evans, Cfp® works for Mppl Financial

What is Daniel Evans, Cfp®'s role at the current company?

Daniel Evans, Cfp®'s current role is Company Shareholder.

What is Daniel Evans, Cfp®'s email address?

Daniel Evans, Cfp®'s email address is da****@****lan.com

What is Daniel Evans, Cfp®'s direct phone number?

Daniel Evans, Cfp®'s direct phone number is +171529*****

What schools did Daniel Evans, Cfp® attend?

Daniel Evans, Cfp® attended Northwestern University, University Of Wisconsin-Eau Claire, University Of Wisconsin-Madison, Wausau East.

What skills is Daniel Evans, Cfp® known for?

Daniel Evans, Cfp® has skills like Investments, Strategic Financial Planning, Portfolio Management, Series 7, Mutual Funds, Investment Management, Financial Modeling, Estate Planning, Financial Analysis, Asset Managment, Wealth Management, Retirement Planning.

Who are Daniel Evans, Cfp®'s colleagues?

Daniel Evans, Cfp®'s colleagues are Heather Jacobson, Brian Kamke, Scott Wallschlaeger, Cfp®, Crps®, Brian Resch, Crps® Aif®, Alex Meehan, Cfp®, Gurunath Itagi, Rakesh Kumar.

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  • Daniel Evans, CFP®

    Daniel Evans, CFP®
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    Greater Houston
    3
    yahoo.com, wellsfargoadvisors.com, wellsfargoadvisors.com
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