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Dan Davis Email & Phone Number

Investment Advisor Representative at Retirement Plan Advisors at Retirement Plan Advisors

Location: Greater Chicago Area, United States 1 work role 1 school

1 work email found @retirementplanadvisors.com 3 phones found area 312 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 86%

Current company

Retirement Plan Advisors

Role

Investment Advisor Representative at Retirement Plan Advisors

Location

Greater Chicago Area, United States

Company size

40 employees

Who is Dan Davis? Overview

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Quick answer

Dan Davis is listed as Investment Advisor Representative at Retirement Plan Advisors at Retirement Plan Advisors, a with 40 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at retirementplanadvisors.com, phone signal with area code 312, and a matched LinkedIn profile for Dan Davis.

Dan Davis previously worked as Investment Advisor Representative at Retirement Plan Advisors. Dan Davis holds Bachelor’S Degree, Finance, General from University Of Illinois At Chicago.

Company email context

Email format at Retirement Plan Advisors

This section adds company-level context without repeating Dan Davis's masked contact details.

{first_initial}{last}@retirementplanadvisors.com

89% confidence

AeroLeads found 1 current-domain work email signal for Dan Davis. Compare company email patterns before reaching out.

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Profile bio

About Dan Davis

I began my financial services career in 1984 at Mutual of New York and was promoted to Sales Manager. In 1995, I took the position of Business & Education Coordinator at the Million Dollar Round Table headquarters and, in 1998, I began building my own practice as an independent financial advisor.I earned my Certified Life Underwriter (CLU) designation in 1999 and became affiliated with a Registered Investment Advisor in January 2002. I earned the designation of Chartered Financial Consultant (ChFC) in 1997I graduated from the University of Illinois with a Bachelor of Science degree in Finance, with a distinction in Economics, I hold a Series 6, 63, and 65 FINRA registrations and am licensed to offer life, health, and variable contracts insurance.

Current workplace

Dan Davis's current company

Company context helps verify the profile and gives searchers a useful next step.

Retirement Plan Advisors

Investment Advisor Representative at Retirement Plan Advisors

chicago, illinois, united states

Website

retirementplanadvisors.com

Employees

40

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Company profile

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1 role

Dan Davis work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Retirement Plan Advisors

Jan 2002 - Present - Greater Chicago Area

Office of Supervisory Jurisdiction: 105 West Adams, Suite 2175 | Chicago, IL 60603 | 312.701.1100Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Retirement Plan Advisors, LLC, a Federally Registered Investment Adviser. Retirement Plan Advisors and Cambridge are not affiliated.

Team & coworkers

Colleagues at Retirement Plan Advisors

Other employees you can reach at retirementplanadvisors.com. View company contacts for 40 employees →

RM

Robert Mangano Cfp®, Cpfa® Colleague at Retirement Plan AdvisorsCherry Hill, New Jersey, United States View → ZK

Zachary Karas Colleague at Retirement Plan AdvisorsWest Hartford, Connecticut, United States View → JD

James D "Jim" Ray Colleague at Retirement Plan AdvisorsMetairie, Louisiana, United States View → BP

Brett Pendleton Colleague at Retirement Plan AdvisorsMountain View, California, United States View → JJ

John Johnson Colleague at Retirement Plan AdvisorsLexington County, South Carolina, United States View → CC

Caitlin Cunningham Colleague at Retirement Plan AdvisorsChicago, Illinois, United States View → JD

Jenn Dempsey Colleague at Retirement Plan AdvisorsUnited States View → RN

Randy Nelson Colleague at Retirement Plan AdvisorsNorthville, Michigan, United States View → SM

Sarah Mckinzie Mpa Colleague at Retirement Plan AdvisorsJefferson City, Missouri, United States View → AT

Andy Trachsel Colleague at Retirement Plan AdvisorsGreater St. Louis, United States View →

1 education record

Dan Davis education

University Of Illinois At Chicago

Finance, General

FAQ

Frequently asked questions about Dan Davis

Quick answers generated from the profile data available on this page.

What company does Dan Davis work for?

Dan Davis works for Retirement Plan Advisors.

What is Dan Davis's role at Retirement Plan Advisors?

Dan Davis is listed as Investment Advisor Representative at Retirement Plan Advisors at Retirement Plan Advisors.

What is Dan Davis's email address?

AeroLeads has found 1 work email signal at @retirementplanadvisors.com for Dan Davis at Retirement Plan Advisors.

What is Dan Davis's phone number?

AeroLeads has found 3 phone signal(s) with area code 312 for Dan Davis at Retirement Plan Advisors.

Where is Dan Davis based?

Dan Davis is based in Greater Chicago Area, United States while working with Retirement Plan Advisors.

What companies has Dan Davis worked for?

Dan Davis has worked for Retirement Plan Advisors.

Who are Dan Davis's colleagues at Retirement Plan Advisors?

Dan Davis's colleagues at Retirement Plan Advisors include Robert Mangano Cfp®, Cpfa®, Zachary Karas, James D "Jim" Ray, Brett Pendleton, and John Johnson.

How can I contact Dan Davis?

You can use AeroLeads to view verified contact signals for Dan Davis at Retirement Plan Advisors, including work email, phone, and LinkedIn data when available.

What schools did Dan Davis attend?

Dan Davis holds Bachelor’S Degree, Finance, General from University Of Illinois At Chicago.

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