Dan is the Director of Heartland Planning Associates and Assistant Vice President at Heartland Bank. He leads it's Financial Advisors and Operational Team across Heartland Banks footprint in Ohio and Kentucky. He can be reached at 614.333.9908 or dan.renz@lpl.com.Dan also serves in a Fiduciary capacity for clients, working across generations. He collaborates with clients at various stages of their wealth and life journey. Offering boutique-like service, his team helps individuals, families, and businesses that need comprehensive solutions and appreciate a team-based approach to achieving financial goals.Dan believes in helping clients make positive impacts with the resources they have at their disposal. He has found that to help clients make those positive impacts on their family and community, it’s critical his team go above and beyond expectations by discussing all facets of a client’s financial life. Our comprehensive approach to financial planning helps to make those impacts, reality.Based on our experience working with clients of diverse financial needs, and those individuals, families and companies in situations that are aspirational to where others would like to go, our team brings a full financial plan together, enhancing the impact of client wealth. This aligns with what Heartland Bank has done since its roots took hold across Central Ohio dating back to 1911.Our team would welcome the opportunity to hear your unique story, share ours and learn how we might be of assistance now and in the future. Let's talk soon.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Wealth Management, Leadership, Management, Financial Advisory, and 10 others.
