Dan Athmann
FIC, RICP®
Financial Guidance Focused on Your Goals and Values
State(s) Licensed: AZ, CA Insurance Lic. #0L37145, FL, MN, ND, SC, SD, TX, WI
1895 Plaza Drive Suite 225
Eagan, MN 55122
Financial Guidance Focused on Your Goals and Values
State(s) Licensed: AZ, CA Insurance Lic. #0L37145, FL, MN, ND, SC, SD, TX, WI
Plan Confidently. Retire Comfortably. Live Intentionally.
I am a financial advisor with 11 years of experience helping clients build confidence in their financial futures. Before transitioning into finance, I spent 25 years serving with the Burnsville Police Department — an experience that shaped my commitment to integrity, trust, and service. Drawing on my leadership and service, I am committed to helping clients achieve their financial goals through education, personalized strategy development, and long-term partnerships. I believe financial confidence comes from understanding, and I work closely with each client to build customized plans that align with their values, priorities, and goals.
Whether it’s planning for retirement, managing investments, or protecting what matters most, my goal is to be a trusted partner every step of the way.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Eagan Office
- Phone:
- 952-500-3429