Dan Holzrichter
Director/Portfolio Manager - Private Wealth Management at Baird
- Role
- Director - Private Wealth Managment - Portfolio Manager at Baird
- Location
- Sioux City, IA, US
- LinkedIn followers
- 500 followers
About Dan Holzrichter
My team and I work with multiple generations of clients who desire a work-optional lifestyle and want to face the future with anticipation instead of apprehension through a process we have developed and refined called The 4D Experience. Named a Forbes/Shook Research Best in State Wealth Advisor 20••••24
Experience
Director - Private Wealth Managment - Portfolio Manager
Feb 2019 — Present · Sioux City, IA, US
I lead a team of advisors and clients specialists helping clients turn dreams into concrete financial goals, develop plans to meet those goals, and implement strategies and monitoring to ensure they stay on track towards realizing their dreams. We oversee over $340 Million of client assets, and I personally manage over $150 million in five different discretionary models through our Private Investment Management (PIM) program. I have served as a member as well as the Chairman of Baird\'s PIM Council and acted as a beta tester for many of Baird\'s new IT rollouts.
Education
United States Naval Academy
BS, Political Science - National Security Policy
1981 — 1985
Skills
- Wealth Management
- Wealth Management Services
- Retirement Planning
- Asset Management
- Asset Allocation
- Mutual Funds
- Series 63
- Investment Advisory
- Estate Planning
- Alternative Investments
- Series 7
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