Dan Riesmeyer Email & Phone Number
Financial Advisor | CFP® @ NVISION WEALTH PARTNERS, LLC
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Dan Riesmeyer Location
- Kansas City, MO, US
Dan Riesmeyer Work
- Financial Advisor | CFP® @ (March 2026 - Present)
- Financial Advisor @ (June 2012 - March 2026)
- Intern @ (May 2010 - August 2011)
- Assistant @ Spradley & Riesmeyer (May 2008 - June 2008)
- Assistant Accountant @ Mission Hills Country Club (May 2007 - August 2007)
Dan Riesmeyer Education
- Farmer School of Business
Bachelor of Science (Finance; Business;)
2008-2011 - Miami University
Bachelor's Degree (Finance)
2008-2011 - CEA CAPA Education Abroad
Six Credits from University of Pompeu Fabra (International Studies)
2010-2010 - Rockhurst High School 2004-2008
Dan Riesmeyer Skills
- Asset Allocation
- Bloomberg
- Bloomberg Terminal
- College Savings Plans
- Financial Analysis
- Financial Modeling
- Insurance
- Interpersonal Communication Abilities
- Investment Advisory
- Investments
- Leadership
- Life & Health Insurance Licenses
- Microsoft Excel
- Mutual Funds
- Portfolio Management
- PowerPoint
- Retirement Planning
- Securities
- Series 63
- Series 65
- Series 7
- Social Networking
- Strategic Financial Planning
- Valuation
- Wealth Management
Dan Riesmeyer Summary
- Dan Riesmeyer, based in Kansas City, MO, US, is currently a Financial Advisor | CFP® at nVision Wealth. Dan Riesmeyer brings experience from previous roles at KMG Wealth Management, KMG Private Wealth Management, Spradley & Riesmeyer and Mission Hills Country Club. Dan Riesmeyer holds a 2008 - 2011 Bachelor of Science in Finance; Business; @ Farmer School of Business. With a robust skill set that includes Asset Allocation, Bloomberg, Bloomberg Terminal, College Savings Plans, Financial Analysis and more. Dan Riesmeyer has 1 emails and 1 mobile phone numbers on RocketReach.
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