Lutcf Dan Holl Email & Phone Number
Branch Manager, Raymond James Financial Services, Inc. Member FINRA and SIPC @ Raymond James
Lutcf Dan Holl's Location
Green Bay, WI, US
Lutcf Dan Holl's Work
- Branch Manager, Raymond James Financial Services, Inc. Member FINRA and SIPC @ Raymond James
- Financial Advisor @ Woodbury Financial
Lutcf Dan Holl's Education
- The American College
RICP(Retriement Income Certified Professional
2013 - 2014 - The American College
MSFS(Master of Science in Financial Services)
2005 - 2011 - The American College
Accredited Estate Planne(AEP),Chartered Life Underwriter(CLU),Chartered Financial Consultant(ChFC)
1998 - 2010
- University of Wisconsin-Green Bay
Bachelor of Arts (German,Business)
1991 - 1996 - Universität Kassel
None (German/Business)
1993 - 1994 - Lakeland University1990 - 1991
- Ashwaubenon High School1986 - 1989
Lutcf Dan Holl's Skills
- Services
- Retirement Income Distribution Planning
- Sales Management
- Investment Advisory
- 401k Education
- 401k Rollovers
- Wealth Management
- Public Speaking
- Estate Planning
- Mutual Funds
Lutcf Dan Holl's Summary
Lutcf Dan Holl, based in Green Bay, WI, US, is currently a Branch Manager, Raymond James Financial Services, Inc. Member FINRA and SIPC at Raymond James, bringing experience from previous roles at Woodbury Financial. Lutcf Dan Holl holds a 2013 - 2014 RICP(Retriement Income Certified Professional @ The American College. With a robust skill set that includes Services, Retirement Income Distribution Planning, Sales Management, Investment Advisory, 401k Education and more, Lutcf Dan Holl contributes valuable insights to the industry. Lutcf Dan Holl has 1 email on RocketReach.
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