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Dan Wilson headshot

Daniel Wilson, CFP®

Senior Financial Advisor 

Dan has provided leadership and expertise in the financial services industry, including developing and implementing medium and long-term business plans with a direct impact on overall business results, for more than 20 years. Dan leads by example and excels at providing top-notch service that culminates into long-lasting relationships with the firm’s valued clients. Prior to Midland Financial Advisors Inc., Dan served as a partner of CedarPoint Investment Advisors, Inc. His prior experience also includes 10 years with JP Morgan’s Private Client Division in Madison, Wisconsin. He received his Bachelor of Science Business Administration & Construction Engineering Degree from the University of Wisconsin – Stout in Menomonie, Wisconsin. Dan is a CERTIFIED FINANCIAL PLANNER™ professional whom also holds life and health insurance licenses, and Series 65 license.

Daniel Wilson is also registered with Midland Financial Advisors, a SEC registered investment advisor.

 

dwilson@midlandfa.com

(262) 337-9052