Daniel Rendler, Cfp®, Aif® Email and Phone Number
Since 2012, Daniel Rendler has guided individuals and the employees of a major employer through the process of defining their financial goals and developing effective retirement planning and investing strategies. He has also been active in the business prior to becoming a financial advisor, as a marketing consultant and assisting at numerous client events. His role is to not only design a retirement plan that helps meet the needs of each client but to make sure that they thoroughly understand the factors involved, including their assets, liabilities, taxes, insurance, and goals. This education-based approach gives his clients the ability to make well-informed decisions and better manage their plans.Daniel has developed a keen sense of people from various cultures through enduring friendships with foreign exchange students and his extensive international travel. While studying abroad in London, he traveled throughout Western Europe and Poland. His travels have also recently taken him to Seoul, South Korea, to be in a close friend’s wedding.A University of Wisconsin-La Crosse graduate, Rendler has earned the following professional licenses, registrations, and designations:• CERTIFIED FINANCIAL PLANNER™, CFP® professional certification, which demonstrates competency in tax planning, retirement planning, estate planning, and insurance, and requires ongoing education to retain certification.• Accredited Investment Fiduciary (AIF®), which demonstrates knowledge and competency in fiduciary standards.• Registered Representative and Investment Advisor Representative with COMMONWEALTH Financial Network, an independent, privately owned Registered Investment Advisor; FINRA 7, 24 & 66.• Licensed life and health insurance agent.While in college, Daniel competed in cross country and track, and he also represented the university at a regional science research conference, presenting his research on hydrogen fuels. He has continued running and recently accomplished his goal of competing in the Boston Marathon.Daniel is a resident of Middleton, Wisconsin. When he isn’t working, he enjoys running and hiking, trying new restaurants in Madison with his wife Rigina, volunteering for Blessed Sacrament Church, and taking their adopted greyhound Lou for walks.
Silver Leaf Investment Advisors
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Registered Financial Advisor And PrincipalSilver Leaf Investment Advisors Jul 2012 - PresentSecurities and Advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Advisor. The Financial Advisors associated with this profile may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck.finra.org for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Silver Leaf Investment Advisors: 625 Water Street, Suite 105, Prairie Du Sac, WI 53578 | P608.643.8882 | F608.643.8882 -
Financial Advisor, Junior PrincipalSilver Leaf Investment Advisors Jul 2012 - PresentPrairie Du Sac, Wisconsin
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Financial Advisor, Junior Principal At Silver Leaf Investment AdvisorsSilver Leaf Investment Advisors Jul 2012 - PresentPrairie Du Sac, Wisconsin
Daniel Rendler, Cfp®, Aif® Education Details
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International Relations And National Security Studies -
Lodi High School
Frequently Asked Questions about Daniel Rendler, Cfp®, Aif®
What company does Daniel Rendler, Cfp®, Aif® work for?
Daniel Rendler, Cfp®, Aif® works for Silver Leaf Investment Advisors
What is Daniel Rendler, Cfp®, Aif®'s role at the current company?
Daniel Rendler, Cfp®, Aif®'s current role is Financial Advisor, CFP®, AIF®, Principal at Silver Leaf Investment Advisors.
What schools did Daniel Rendler, Cfp®, Aif® attend?
Daniel Rendler, Cfp®, Aif® attended University Of Wisconsin-La Crosse, London Metropolitan University, Lodi High School.
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