Dan Woog
Sr. VP Investments Northland Securities. Retirement Planning, Wealth Accumulation. RIA/Advisory.
- Role
- Sr Vice President Investments & Institutional Sales at Northland Securities, Inc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Dan Woog
In 1997, I got started in the Financial/Investment business (see Experience below), with a strong focus on Tax Efficient Income investments, Wealth Accumulation and Wealth Preservation. For more than 28 years, I have worked with Institutional (Community Banks) clients as well as high net worth individuals business owners and retirees too. Northland has a very experienced group assembled to handle your investment needs. Please let me know how Northland or I can assist YOU! Specialties: Focusing on Tax Efficient Investing for individuals who pay too much in taxes; also a focus on Wealth accumulation, preservation and retirement income planning. I enjoy discussing a variety of investment opportunities, as they change constantly.
Experience
Sr Vice President Investments & Institutional Sales
Sep 1997 — Present
I have been an investment advisor since 1997. We are a Leader in Municipal Bond financing in MN and the Upper Midwest. I take great joy in helping people and discussing with them their Wealth Accumulation, Retirement Planning and Wealth Preservation strategy\'s. If you want to also talk hockey, that\'s been in my blood for a long time, and is a passion of mine.DIRECT # is 61••••••96 or d••••@northlandsecurities.comThird party posts do not reflect the views of Northland Securities and have not been reviewed by Northland Securities for completeness or accuracy.
Education
University of Minnesota
CLA, Communications
1992 — 1996
Skills
- New Business Development
- Underwriting
- Investments
- Real Estate
- Management
- Corporate Finance
- Strategy
- Mergers
- Loans
- Series 63
- Marketing
- Iras
- Tax
- Investment Banking
- Financial Structuring
- Strategic Planning
- Retirement
- Bonds
- Strategic Financial Planning
- Retirement Planning
- Business Strategy
- Wealth Management
- Financial Analysis
- Fixed Annuities
- Credit Analysis
- Insurance
- Venture Capital
- Asset Management
- Fundraising
- Sales
- Leadership
- Finance
- Private Equity
- Financial Modeling
- Series 65
- Mutual Funds
- Series 7
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