See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Dan Wagner profile image

Dan Wagner

Benefit Services Coordinator at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">acumen Benefit Advisors</span>
Intro Book
Dan Wagner, a seasoned financial professional with 9 years of experience in retirement planning and insurance, hails from Cedar Rapids, Iowa, and holds a Bachelor of Arts degree from Coe College.
  • Claim this Profile
Location
Cedar Rapids, Iowa, United States, US
Skills
  • Retirement Planning
  • Business Continuity Planning
  • Mutual Funds
  • 401k
  • Variable Annuities
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Dan Wagner, a seasoned financial professional, brings nine years of experience in the insurance industry to the table, specializing in retirement planning and financial advising. As a Benefit Services Coordinator at acumen Benefit Advisors, he has honed his skills in retirement planning, mutual funds, and variable annuities, while serving clients in the Cedar Rapids area. Prior to his tenure at acumen, Dan worked as a Financial Representative at Principal and a Retirement Solutions expert at Transamerica, where he developed a keen understanding of business continuity planning, asset allocation, and buy/sell agreements. His extensive experience also includes stints as an Insurance Agent at Neighbor Insurance and a Financial Advisor at various firms. Dan holds a Bachelor of Arts degree from Coe College and is licensed in multiple areas, including Series 6, Variable Life; Variable Annuity, Accident and Health, Life Insurance, and Property and Casualty.

Credentials

  • Series 6
    -
    May, 2016
    - May, 2026
  • Variable Life; Variable Annuity
    -
    May, 2016
    - May, 2026
  • Accident and Health
    State of Iowa
    Oct, 2015
    - May, 2026
  • Life Insurance
    State of Iowa
    Oct, 2015
    - May, 2026
  • Series 63
    -
    Sep, 2015
    - May, 2026
  • Property and Casualty License
    -
    Mar, 2012
    - May, 2026

Experience

  • acumen Benefit Advisors
    • Cedar RA
    • Benefit Services Coordinator
      • Jul 2017 - 2020
      • Cedar RA

      Dan is a native of the Cedar Rapids area and has nine years of experience in the insurance industry, specializing in retirement planning and financial advising. As a Benefit Services Coordinator for acumen, Dan assists clients with enrollment in benefit plans and acts as a liaison between clients...

  • Principal
    • Financial Representative
      • 2015 - Jul 2017
  • Transamerica
    • Retirement Solutions
      • Apr 2014 - Oct 2015
  • Neighbor Insurance
    • Insurance Agent
      • Dec 2011 - Jan 2014

      Agent/Consultant

Education

  • 2005 - 2009
    Coe College
  • Iowa valley high school

Suggested Services

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

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles