Professional

Dan Reisner holds a dual role at Northwestern Mutual as both a Wealth Management Advisor, and a part of our leadership team as a Field Director. Field Directors are responsible for recruiting, as well as the development necessary to build a cohesive unit of productive full-time financial representatives. His responsibilities as a Field Director include coaching, team building, developing the office culture, and training.


Dan understands that the best way to achieve your financial goals is to identify your current financial picture with your future financial goals. By listing your goals and objectives, identifying your assets and liabilities, and comparing what you have to what you want, he works with clients to define their vision of a secure financial future, focusing on providing solutions in line with that vision, and working towards achieving results.

He has achieved his CFP® (Certified Financial Planner), CLU® (Chartered Life Underwriter), and RICP® (Retirement Income Certified Professional) through The American College of Financial Services, and is licensed through FINRA with his Series 7 and Series 66.

 

Daniel M Reisner, CFP®, CLU®, RICP®
Wealth Management Advisor


Reisner Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck