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.

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2012-2013

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2009-2010

Award recognizing persistency and performance

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