Dan Strong, AIF®
Financial Advisor
With over 19 years of experience in the banking and securities industries, Dan Strong takes a personalized and educational approach to financial planning and retirement preparation. He focuses on helping clients better understand their financial picture, simplify complex topics, and make informed decisions with confidence. Whether discussing retirement income strategies, investments, or long-term financial goals, Dan believes educating his clients is one of the most important parts of the planning process.
Dan holds Series 6, 7, 63, and 65 registrations, along with licenses in Life, Accident and Health, and Variable Contracts. Throughout his career, he has worked in the insurance, independent, and institutional channels of the financial industry, giving him a well-rounded perspective. In February 2019, he earned the Accredited Investment Fiduciary (AIF) designation through the Center for Fiduciary Studies.
A graduate of Xavier University with a degree in Finance, Dan was raised in Midland and continues to call the area home. He and his wife, Shala, live in Midland with their dog and enjoy spending as much time outdoors as possible. Family and friends are a very important part of Dan’s life, and when he is away from the office, you can usually find him golfing, playing hockey, or exploring northern Michigan.
