Dan Thies

Financial Planner


Planning for your financial future can feel like an overwhelming task. Dan enjoys being able to break it down to an easy to understand conversation based on the specific needs of the client he is working with. Dan’s promise to each client is a new level of attention and insight to their specific financial situation.

Graduating from the University of Wisconsin-Stevens Point, Dan holds a degree in business administration with a minor in economics. Dan resides in Stevens Point, Wisconsin, and in his spare time enjoys hunting, fishing, golfing, and vegetable gardening.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • College Funding Strategies
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Financial Education


  • English

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