You may have heard of the term Estate Planning a time or two. But do you know what it actually means? Better yet, do you have your Estate Planning documents set up?
Hots:
Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice President
Dan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Prior to joining Summit Wealth Group, he was a partner in his own financial planning company and has worked in the financial industry for more than 25 years. Prior to entering the securities industry, he worked for more than 14 years at a medical-surgical division of 3M out of Brookings, South Dakota.
In 2019 and 2020, Dan was named one of Forbes’ Magazine Best-in State Wealth Advisors.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®) designee, and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance.
Stephanie Brinkman | Marketing Administrator
Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.
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Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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