About Dan Swanson

To contact Dan directly

            Phone: 630-916-4206

            Email:  Dan.Swanson@AdvisorsGroupChicago.com

 

Dan takes great pride in providing sensible and actionable financial solutions for his clients.

 

Dan has over twenty-five years of financial management and advisory experience. He started his career in public accounting and worked for three publicly traded NYSE companies before becoming a personal financial advisor. Dan's tax, M&A, strategic planning, leasing and capital markets experience provide a unique perspective on the array of financial products and solutions in the marketplace.

 

Dan earned his Bachelor's degree in Accounting from Illinois State University and his Master of Science in Taxation degree from Georgetown University. He is a Certified Public Accountant and holds the Series 7 FINRA General Securities Representative and Series 66 NASAA Uniform Combined State Law Examination.  He is a Registered Representative and Investment Advisor with NFP Securities, Inc. and holds Illinois life and health insurance licenses. Dan is a member of the AICPA and the Financial Planning Association.

 

Dan enjoys coaching his son's and daughters' soccer, basketball and baseball teams, and attending their swim meets, water polo games and volleyball games. Dan also likes to lend his time and energy to local community and church activities as well.

 

Dan and his wife Nancy have been residents of Western Springs since 1986.