Broker Check
Daniel Stich

Daniel Stich

Investment Representative | Milwaukee, WI

Dan was born and raised in the Milwaukee suburb of Brookfield. As a son of a solo practicing dentist and an educator, he grew up in healthcare and saw firsthand the peaks and valleys of running your own small business as well as garnered a passion to share knowledge and assist in educating individuals on difficult topics.

Dan graduated from the University of Wisconsin – La Crosse and attended Marquette University for graduate school. During his time at Marquette, he was drawn into the world of healthcare, specifically managed care, and started a career in healthcare administration. First starting on the insurer side and moving to the provider side, Dan negotiated multimillion dollar contracts with some of the largest names in the Wisconsin Healthcare Industry. He gained a respect for the providers we have in the state, the impending shortage of said providers, and the competitive marketplace that shortage has created within the healthcare delivery system.

After over 13 years in healthcare administration, Dan chose to shift his focus to financial planning and has built a practice focused on working with small businesses, pre-retirement aged individuals, and medical professionals. He enjoys educating and presenting on all topics related to retirement planning – including Social Security Timing, Long-Term Care planning, Retirement Income Planning, and Financial Basics.

Dan earned his Certified Fiduciary Plan Advisor (CPFA) designation through the National Association of Plan Advisors (NAPA) increasing his knowledge of qualified and non-qualified retirement plans for businesses. He has a passion for assisting business owners offer their employees quality options for planning, educational opportunities, as well as working with the owners for their succession planning.
Dan is licensed to practice in multiple states, including Wisconsin, Minnesota, Illinois, Ohio, Pennsylvania, Georgia and South Carolina.