Dan Thies
President & Financial Planner at Custom Financial Strategies
- Role
- President & Financial Planner at Custom Financial Strategies
- Location
- Stevens Point, WI, US
- LinkedIn followers
- 500 followers
About Dan Thies
Preparing for that next step in life isn’t always easy. My combination of experience…
Experience
President & Financial Planner
Jan 2016 — Present · Stevens Point, WI, US
Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals. I offer a broad portfolio of individual life, disability income, long-term care insurance protection, asset accumulation strategies, and financial products and services for families, businesses, and institutions.Securities offered through Securities America, Inc Member FINRA Advisory services offered Securities America Advisors, Inc. Custom Financial Strategies and Securities America are separate entities. This communication is strictly intended for individuals residing in the states of IA,IN, MN, and WI, No offers may be made or accepted from any resident outside the specific state(s) referenced.
Skills
- Fixed Annuities
- Team Building
- Accounting
- Term Life Insurance
- Finance
- Insurance
- Life Insurance
- Sales
- Financial Analysis
- Disability Insurance
- Retirement Planning
- Retirement
- Employee Benefits
- Iras
- Investments
- Mutual Funds
- Retirement Income Strategies
- Customer Service
- Leadership
- Long-Term Care
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