Dan Renz

About Dan Renz

Dan is the Director of Heartland Planning Associates and Assistant Vice President at Heartland Bank. He leads it\'s Financial Advisors and Operational Team across Heartland Banks footprint in Ohio and Kentucky. He can be reached at or d•••••••@lpl.com. Dan also serves in a Fiduciary capacity for clients, working across generations. He collaborates with clients at various stages of their wealth and life journey. Offering boutique-like service, his team helps individuals, families, and businesses that need comprehensive solutions and appreciate a team-based approach to achieving financial goals. Dan believes in helping clients make positive impacts with the resources they have at their disposal. He has found that to help clients make those positive impacts on their family and community, it’s critical his team go above and beyond expectations by discussing all facets of a client’s financial life. Our comprehensive approach to financial planning helps to make those impacts, reality. Based on our experience working with clients of diverse financial needs, and those individuals, families and companies in situations that are aspirational to where others would like to go, our team brings a full financial plan together, enhancing the impact of client wealth. This aligns with what Heartland Bank has done since its roots took hold across Central Ohio dating back to 1911. Our team would welcome the opportunity to hear your unique story, share ours and learn how we might be of assistance now and in the future. Let\'s talk soon. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Director of Heartland Planning Associates Assistant Vice President Wealth Management Advisor

   Heartland Planning Associates

   Mar 2024 — Present · Columbus, OH, US

   Dan is the Director of Heartland Planning Associates and Assistant Vice President at Heartland Bank. He leads it\'s Financial Advisors and Operational Team across Heartland Banks footprint in Ohio and Kentucky. He can be reached at or d•••••••@lpl.com.Offering boutique-like service, his team helps individuals, families, and businesses in need of comprehensive solutions who appreciate a team-based approach to achieving their financial goals. Serving as a Fiduciary, Dan simplifies financial lives so that clients can have more time to focus on what is most important to them, personally and professionally now and in the years to come-Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Heartland Bank and Heartland Planning Associates are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heartland Planning Associates, and may also be employees of Heartland Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heartland Bank or Heartland Planning Associates. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit

Education

• John Carroll University

  History

  1993 — 1998

Skills

• High Net Worth Individuals
• Retirement Planning
• Finra
• Strategic Financial Planning
• Wealth Management
• Asset Allocation
• Financial Analysis
• Financial Advisory
• Financial Services
• Finance
• Leadership
• Management
• Financial Planning
• Asset Management