Daniel J. Evans, CFP®, MBA

joined the MPPL team in 2003.  He is a Wealth Manager and the Vice President of Financial Planning for Midwest Professional Planners, Ltd.  Dan is a shareholder and serves on MPPL’s Board of Directors and on MPPL’s Investment Committee.

As a Wealth Manager, Dan is responsible for managing client relationships, meeting with clients, implementing advice and supervising staff involved in client service delivery.  As Vice President of Financial Planning, Dan oversees the activities and staff of the financial planning department, such as Registered ParaplannersSM and Advisory Board Members, and serves as the in-house expert on all financial planning matters.

Dan’s experience with MPPL has included support to the Investment Department as an Investment Analyst with research and analysis of client portfolios and investment options, providing statistical information on investment managers, advisory service products and services, investment selection and suitability guidelines, as well as buying and selling securities as a Securities Trader.

Dan received his Bachelor of Science degree in Economics from the University of Wisconsin – Madison in 2003, his Master of Business Administration degree from the University of Wisconsin – Eau Claire in 2008, and his Certified Financial Planner™ certification from Northwestern University in 2013.

Dan and his wife, Lori, have two daughters.  They enjoy traveling, spending time at his family’s cottage, and attending University of Wisconsin football games.

Dan is licensed to provide investment advisory services.  Please refer to our Disclosure Brochure and Privacy Policy links below for full disclosure or any potential conflict of interest.

“To Request More Information Or To Get Started Click Here”

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of this investment professional on FINRA’s BrokerCheck.