Dan Montano

Dan Montano Email and Phone Number

Investment Advisor @ Maggard Wealth Management
Dan Montano's Location
Tampa, Florida, United States, United States
About Dan Montano

For over 10 years, my focus remains helping my clients implement strategies to work towards their financial goals.Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal Securities Registered Representative.

Dan Montano's Current Company Details
Maggard Wealth Management

Maggard Wealth Management

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Investment Advisor
Dan Montano Work Experience Details
  • Maggard Wealth Management
    Investment Advisor
    Maggard Wealth Management Mar 2024 - Present
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  • Principal Financial Group
    Financial Representative, Principal Securities Registered Representative, Financial Advisor
    Principal Financial Group Sep 2023 - Mar 2024
    Tampa, Florida, United States
    Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc. member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Principal Securities Registered Representative.
    View
  • Bankers Life Advisory Services, Inc.
    Financial Advisor
    Bankers Life Advisory Services, Inc. Dec 2016 - Aug 2023
  • Bankers Life And Casualty Company
    Insurance Agent
    Bankers Life And Casualty Company Jul 2013 - Aug 2023
    View
  • Brightway Insurance
    Insurance Sales
    Brightway Insurance Feb 2013 - May 2013
    View

Dan Montano Education Details

Frequently Asked Questions about Dan Montano

What company does Dan Montano work for?

Dan Montano works for Maggard Wealth Management

What is Dan Montano's role at the current company?

Dan Montano's current role is Investment Advisor.

What schools did Dan Montano attend?

Dan Montano attended Southeastern University.

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