Broker Check
Derek Dahl, CMFC, CLF, LUTCF, FSS

Derek Dahl, CMFC, CLF, LUTCF, FSS

Financial Advisor / General Sales Manager - Milwaukee

Derek's Landing Page

www.ddahl.yournextphase.com

As an Advisor and General Sales Manager, Derek is committed to both supporting his clients as well as his fellow advisors. In his leadership role, he helps advisors build professional risk-based financial planning practices by providing first class training, technology, systems, support, and strategic alliances. 

Derek believes in servant leadership and focuses on client relationships built upon the highest levels of trust, integrity and service. This gives him the ability to help his clients with insurance, investments, retirement income, and corporate 401k planning. Using his knowledge and experience, Derek also leads financial related educational workshops.

Derek started in financial services in 1999. He worked exclusively with clients until 2007 where he stepped into a leadership role. Over his 20+ year career, he has acquired multiple licenses in securities, life insurance, accident, and health. Derek has acquired a number of industry designations and also qualified for numerous leadership and advisor awards based on production and quality business. In 2014, he received the Brian Early Frontline Leadership Award from GAMA/FINSECA.