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Daniel Goldsmith, Cfp® Ricp® Chfc® Email & Phone Number

Retirement Income Specialist at Ascend Financial Group
Location: Greater Minneapolis-St. Paul Area, United States 3 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Retirement Income Specialist
Location
Greater Minneapolis-St. Paul Area, United States
Company size

Who is Daniel Goldsmith, Cfp® Ricp® Chfc®? Overview

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Daniel Goldsmith, Cfp® Ricp® Chfc® is listed as Retirement Income Specialist at Ascend Financial Group, a with 7 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a matched LinkedIn profile for Daniel Goldsmith, Cfp® Ricp® Chfc®.

Daniel Goldsmith, Cfp® Ricp® Chfc® previously worked as Partner at Minneapolis Financial Group and Financial Advisor at Minneapolis Financial Group. Daniel Goldsmith, Cfp® Ricp® Chfc® holds Bachelor Of Arts (B.A.), Marketing, Management from The College Of St. Scholastica.

Company email context

Email format at Ascend Financial Group

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Ascend Financial Group

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Profile bio

About Daniel Goldsmith, Cfp® Ricp® Chfc®

Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.I am licensed to sell insurance in: MN, MT, WI I am licensed to sell securities in: AZ, MN, MT, TX, WII am a registered representative of and offer securities and investment advisory services and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402 (612) 333-1413.

Current workplace

Daniel Goldsmith, Cfp® Ricp® Chfc®'s current company

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Ascend Financial Group
Ascend Financial Group
Retirement Income Specialist
minneapolis, minnesota, united states
Employees
7
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3 roles · 16 years

Daniel Goldsmith, Cfp® Ricp® Chfc® work experience

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Retirement Income Specialist

Current

Greater Minneapolis-St. Paul Area

2018 - Present ~8 yrs 6 mos
Team & coworkers

Colleagues at Ascend Financial Group

Other employees you can reach at ascendfinancialguide.com. View company contacts for 7 employees →

1 education record

Daniel Goldsmith, Cfp® Ricp® Chfc® education

FAQ

Frequently asked questions about Daniel Goldsmith, Cfp® Ricp® Chfc®

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What company does Daniel Goldsmith, Cfp® Ricp® Chfc® work for?

Daniel Goldsmith, Cfp® Ricp® Chfc® works for Ascend Financial Group.

What is Daniel Goldsmith, Cfp® Ricp® Chfc®'s role at Ascend Financial Group?

Daniel Goldsmith, Cfp® Ricp® Chfc® is listed as Retirement Income Specialist at Ascend Financial Group.

Where is Daniel Goldsmith, Cfp® Ricp® Chfc® based?

Daniel Goldsmith, Cfp® Ricp® Chfc® is based in Greater Minneapolis-St. Paul Area, United States while working with Ascend Financial Group.

What companies has Daniel Goldsmith, Cfp® Ricp® Chfc® worked for?

Daniel Goldsmith, Cfp® Ricp® Chfc® has worked for Ascend Financial Group and Minneapolis Financial Group.

Who are Daniel Goldsmith, Cfp® Ricp® Chfc®'s colleagues at Ascend Financial Group?

Daniel Goldsmith, Cfp® Ricp® Chfc®'s colleagues at Ascend Financial Group include Sadie Halfrich, Allison Kubista, Abigail Wachter, Jacob Gottenborg, and Joseph Feldmeier Cfp®.

How can I contact Daniel Goldsmith, Cfp® Ricp® Chfc®?

You can use AeroLeads to view verified contact signals for Daniel Goldsmith, Cfp® Ricp® Chfc® at Ascend Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Daniel Goldsmith, Cfp® Ricp® Chfc® attend?

Daniel Goldsmith, Cfp® Ricp® Chfc® holds Bachelor Of Arts (B.A.), Marketing, Management from The College Of St. Scholastica.

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