Introducing Our CERTIFIED FINANCIAL PLANNER™
Daniel Bakker, CFP®, serves as a Wealth Manager Assistant and is Registered Admin with Private Advisor Group and LPL Financial, LLC, a Registered Broker/Dealer. He currently obtains the CFP® certification, which is the recognized standard of excellence for competent and ethical personal financial planning. In addition, he holds his Series 7, 6, and 63 registrations through LPL Financial and Series 65 is held with both LPL Financial and Private Advisor Group.
Most recently, Dan achieved his designation as a CFP® in 2021. Dan also holds a Bachelor’s Degree from Purdue University in Financial Counseling and Planning.
Dan currently resides in DeMotte, IN. He is engaged to his fiancé, Kaitlynn. They have a date to get married in August 2022. In his free time, he enjoys going on hikes, spending time at the lake, and relaxing with family and friends.