Financial Advisor
Current
Mar 2024 - Present
AeroLeads people directory · profile
Daniel Bolan, Cfp® Email & Phone Number
Certified Financial Planner
at
Allworth Financial
1 work email found
@fnbcbt.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Certified Financial Planner
Location
La Grange, Illinois, United States
Who is Daniel Bolan, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Bolan, Cfp® is listed as Certified Financial Planner at Allworth Financial, based in La Grange, Illinois, United States. AeroLeads shows a work email signal at fnbcbt.com and a matched LinkedIn profile for Daniel Bolan, Cfp®.
Daniel Bolan, Cfp® previously worked as Financial Advisor at Allworth Financial and VP & Portfolio Manager at Fnbc Bank & Trust. Daniel Bolan, Cfp® holds Mba, Finance from Depaul Driehaus College Of Business.
Company email context
Email format at Allworth Financial
This section adds company-level context without repeating Daniel Bolan, Cfp®'s masked contact details.
*@fnbcbt.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Bolan, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Daniel Bolan, Cfp®
Daniel Bolan, Cfp® is a Certified Financial Planner at Allworth Financial.
Current workplace
Daniel Bolan, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Daniel Bolan, Cfp® work experience
A career timeline built from the work history available for this profile.
Vp & Portfolio Manager
Jul 2020 - Jul 2023
Vp - Financial Consultant
Mar 2016 - Jul 2020
Vice President, Wealth Advisor
Jul 2005 - Mar 2016
2 education records
Daniel Bolan, Cfp® education
Mba, Finance
Depaul Driehaus College Of Business
Ba, Finance
Creighton University
FAQ
Frequently asked questions about Daniel Bolan, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Bolan, Cfp® work for?
Daniel Bolan, Cfp® works for Allworth Financial.
What is Daniel Bolan, Cfp®'s role at Allworth Financial?
Daniel Bolan, Cfp® is listed as Certified Financial Planner at Allworth Financial.
What is Daniel Bolan, Cfp®'s email address?
AeroLeads has found 1 work email signal at @fnbcbt.com for Daniel Bolan, Cfp® at Allworth Financial.
Where is Daniel Bolan, Cfp® based?
Daniel Bolan, Cfp® is based in La Grange, Illinois, United States while working with Allworth Financial.
What companies has Daniel Bolan, Cfp® worked for?
Daniel Bolan, Cfp® has worked for Allworth Financial, Fnbc Bank & Trust, Charles Schwab, and Mesirow Financial.
How can I contact Daniel Bolan, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Bolan, Cfp® at Allworth Financial, including work email, phone, and LinkedIn data when available.
What schools did Daniel Bolan, Cfp® attend?
Daniel Bolan, Cfp® holds Mba, Finance from Depaul Driehaus College Of Business.
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