Daniel Bolan, CFP®

Portfolio Manager at 83rd Street Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
La Grange, Illinois, United States, US

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Bio

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Credentials

  • CFP
    Certified Financial Planner
    May, 2015
    - Nov, 2024
  • Series 10
    FINRA (Financial Industry Regulatory Authority)
    Feb, 2007
    - Nov, 2024
  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Aug, 2000
    - Nov, 2024
  • Series 9
    FINRA (Financial Industry Regulatory Authority)
    Feb, 2007
    - Nov, 2024

Experience

  • 83rd Street Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Portfolio Manager
      • Sep 2023 - Present

  • FNBC Bank & Trust
    • United States
    • Banking
    • 1 - 100 Employee
    • VP & Portfolio Manager
      • Jul 2020 - Jul 2023

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • VP - Financial Consultant
      • Mar 2016 - Jul 2020

  • Mesirow
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Vice President, Wealth Advisor
      • Jul 2005 - Mar 2016

Education

  • DePaul Driehaus College of Business
    MBA, Finance
    1998 - 2001
  • Creighton University
    BA, Finance
    1990 - 1994

Community

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