Daniel Bolan, CFP®
Portfolio Manager at 83rd Street Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
La Grange, Illinois, United States, US
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Bio
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Credentials
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CFP
Certified Financial PlannerMay, 2015- Sep, 2024 -
Series 10
FINRA (Financial Industry Regulatory Authority)Feb, 2007- Sep, 2024 -
Series 7
FINRA (Financial Industry Regulatory Authority)Aug, 2000- Sep, 2024 -
Series 9
FINRA (Financial Industry Regulatory Authority)Feb, 2007- Sep, 2024
Experience
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83rd Street Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Portfolio Manager
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Sep 2023 - Present
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FNBC Bank & Trust
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United States
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Banking
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1 - 100 Employee
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VP & Portfolio Manager
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Jul 2020 - Jul 2023
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Charles Schwab
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United States
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Financial Services
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700 & Above Employee
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VP - Financial Consultant
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Mar 2016 - Jul 2020
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Mesirow Financial
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United States
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Vice President, Wealth Advisor
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Jul 2005 - Mar 2016
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Education
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1998 - 2001
DePaul Driehaus College of Business
MBA, Finance -
1990 - 1994
Creighton University
BA, Finance
Community
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