Daniel Flees, CMFC, FSS, LUTCF
Financial Advisor
Daniel began in the securities and insurance industry in 1993 as a registered representative with
Transamerica Financial Advisors until 2006 when he joined the team. He specializes in post-retirement needs, including funeral trusts, income distribution, estate and retirement strategies and young family anticipatory college saving strategies.
Licenses & Credentials:
- Chartered Mutual Fund Counselor (CMFC)
- Financial Services Specialist (FSS)
- WI Notary Public
- Life Underwriter Training Council fellow (LUTCf)
- Series 7 63 and 65 securities registrations through Osaic Wealth.
Professionally, he is affiliated with the National Association of Insurance and Financial Advisors
(NAIFA), Central Wisconsin Association and has served as Chair in all positions as well as having
been President from 2002-2003. He is also active in his church and community service organizations.
He is currently serving as the trustee for the Knights of Columbus (KC) - Father John Eisen
Assembly #1219, is the Commander of the KC Honor Guard and is a Past Grand Knight and current trustee for the KC Father John Eisen Assembly #1219.
Daniel is also a Wisconsin Hunter Education Instructor.