Dan Guck is an Investment Advisor Representative serving the investment, insurance, and wealth management needs of individuals and businesses.
Dan helps guide clients to maintain, distribute and pursue growth of their wealth. He applies the troubleshooting skills of his Instrumentation Technology Degree, coupled with 25 plus years in financial services, to guide clients through the various stages of their lives. Comprehensive financial planning, focused on client goals, is the core of every relationship.
As an active member of his community, Dan serves various organizations including Kellner Knights Snowmobile Club, Wisconsin Rapids Area Sports Commission, Wisconsin Rapids Area Sports Complex, Wisconsin Rapids Noon Rotary, and Wisconsin Rapids Rotary Foundation.
Dan enjoys spending time with his wife and two sons. Outside of work you’ll find him enriching himself in Bible Study, on the snowmobile trail, or enjoying nature of all seasons.
AREAS OF EXPERTISE:
- Fiduciary and advisory services
- Financial planning
- Insurance strategies
- Retirement planning
- Business retirement plans