Broker Check
Dan Wilkinson

Dan Wilkinson

Affiliated Advisor

Dan Wilkinson has provided financial services to clients for more than two decades. He recognized early the complexities individuals and business owners face when implementing employee benefits, and has focused his practice around group retirement plans and group health insurance policies...

As an FSPI affiliated advisor Mr. Wilkinson has access to a stable of dedicated support and research staff ensuring consistent and concise execution of the financial planning process for individuals and business’. 

Mr. Wilkinson is an Investment Adviser Representative (IAR) with Cetera Advisor Networks and a licensed life, health and disability insurance agent.

Mr. Wilkinson is required to act as a fiduciary with all his clients as an Investment Advisor Representative (IAR).

Dan is a former instructor with Kaplan Financial from 1998 to 2012, has officiated high school sports for 10+ years, works with at-risk youth in the juvenile justice system with LifeQuest and is an active member of his Rotary Club.

Pertinent Registrations:

  • Series 7 - General Securities Representative (Buy/Sell stocks, bonds, CDs, mutual funds)
  • Series 63 - Uniform Securities Agent State Law Exam (Solicit buys/sells in US states)
  • Series 66 — Combines the Series 63 and 65 into one exam: Uniform Securities Agent State Law Exam (Solicit buys/sells in US states) and the Investment Advisor Representative exam