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Dan Bashinski is a seasoned professional with extensive experience in the financial industry. He has been working as an Investment Advisor Representative at Transamerica Financial Advisors, Inc. since 2015, and has also held various roles at WFG World Group Securities and Midwest Hardwood Corporation. Throughout his career, Dan has developed a broad range of skills, including investment advisory, retirement planning, financial advisory, and asset management. He has a strong educational background, holding a Bachelor of Science degree in Business Administration from the University of Wisconsin. Dan is proficient in multiple languages, including English and possibly others, and has a strong foundation in economics and accounting. He is currently based in Youngstown, Ohio, and is well-established in the local community.

Experience

    • Investment Advisor Representative
      • Feb 2015 - Present
      • Youngstown, Ohio Area

  • WFG World Group Securities
    • Wausau, Wisconsin, Youngstown, Ohio Area
    • Financial Professional
      • 1998 - Present
      • Wausau, Wisconsin, Youngstown, Ohio Area

  • DRB Tax Preparation Group
    • Wausau, Wisconsin, Youngstown, Ohio Area
    • Tax Preparation
      • 1984 - Present
      • Wausau, Wisconsin, Youngstown, Ohio Area

      Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts provided herein.

    • Investment Advisor Representative
      • 2012 - 2017
      • Kaukauna, WI Area

    • Comptroller
      • 1994 - 1996
      • Maple Grove, MN

    • Comptroller
      • 1991 - 1994
      • Vesper, Wisconsin

  • Weyerhaeuser
    • Wausau, Wisconsin Area
    • Regional Financial Services Manager
      • 1988 - 1991
      • Wausau, Wisconsin Area

    • Senior Corporate Auditor
      • 1968 - 1984
      • Cudahy, WI

Education

  • University of Wisconsin
    Bachelor of Science (B.S.) ;Business Administration (B.B.A..), Economics, Accounting
  • St. Thomas More High School, Milwaukee, WI

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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