Broker Check
Dan Eisenman, AIF®

Dan Eisenman, AIF®

Wealth Advisor

Dan is a dedicated financial advisor offering investment management and financial planning services. The dedication is driven by his attention to detail. He can also be found behind the scenes assisting his team in all facets of planning, research, and communication with clients. With a mission to simplify finances and help clients set, stay on track, and achieve their financial goals, he brings clarity and confidence.

Outside the office, Dan leads an active lifestyle, often seen golfing, running, and enjoying walks with his dog. As proud alum of the University of Iowa, he enjoys cheering for Hawkeyes sports. Additionally, Dan dedicates time supporting and volunteering for several local organizations, making a tangible difference in his community.

CERTIFICATIONS & ACCOMPLISHMENTS:

  • Accredited Investment Fiduciary®
  • FINRA Series 7 & 66

INVESTMENT STYLE:

  • Logical, Diligent, Forward-Thinking

IN THE COMMUNITY:

  • Volunteer, Community Foundation of Johnson County
  • Volunteer, Iowa City Hospice
  • Houses into Homes Volunteer