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Daniel Beiser

Advisor Image
Daniel Beiser
Financial Advisor
.
CEPA®
620 East Broadway Suite 241
Alton, IL 62002
Higher Education Planning
Business Planning
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
About Dane Beiser, CEPA®, MBA
About Dane Beiser, CEPA®, MBA

Mission Statement: Empowering individuals and families to build generational wealth through holistic, flexible planning that evolves with life’s journey.


Vision Statement: To be a trusted and integrity-driven financial partner, delivering exceptional service and empowering individuals through education—while building a multi-generational practice that strengthens families and uplifts the communities we serve.

My qualifications
  • Masters of Business Administration/Management, MISSOURI BAPTIST UNIVERSITY CREVE
  • Bachelors of Finance, UNIVERSITY OF ILLINOIS AT URBANA
  • Certified Exit Planning Advisor®
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Illinois
  • Kansas
  • Missouri
  • Virginia
  • Wisconsin

Insights

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Insight image
The future may be full of unknowns—but one thing you can prepare for is how you’ll handle long-term care if or when the need arises. Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independence—while allowing your loved ones to remain care managers, not full-time caregivers. ➡️ If you have any questions or would like to explore your options, let’s schedule time to discuss. See thrivent.com/social for important disclosures.
How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesWhether you're just getting started with retirement savings or you're well on your way, it's critical to know the ins and outs of how to invest for retirement. Try these steps for developing a solid long-term investing approach. 👇
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Portfolio diversification: Importance, benefits & how to start
Portfolio diversification: Importance, benefits & how to startIs your portfolio diversified? Having a mix of investments can help you manage risk, reduce volatility and build a reliable foundation for your long-term financial goals. Here are 4 primary components to help you diversify. ⬇️
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Office location
Alton Location
620 East Broadway Suite 241
Alton, IL 62002
Phone618-920-7311Hours

M – F: 8 a.m. – 5 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations