Dan LaNasa
CFP®
Associate Vice President
Private Wealth Manager
Main: 952.854.5544
Fax: 952.854.6335
About
Helping clients form their individual goals and guiding them on their path is one of Dan’s greatest passions. His attention to detail coupled with the ability to listen and understand every person’s unique situation is how Dan helps clients through the uncertainties and complexities of life. Dan believes that having a sound personal financial strategy is the key to unlocking many of the joys of life. One of Dan’s main passions is working with Next-Generation professionals.
Experience and Education
Dan has over 15 years of financial services industry experience, initially in compliance and sales supervision roles. In early 2018, he decided to apply his industry knowledge to his passion for working directly with clients by joining Integrated Equity Management as an Associate Private Wealth Manager.
Dan is a CERTIFIED FINANCIAL PLANNER™ Professional and currently holds his FINRA Series 4, 7, 24, 53, and 66 securities registrations through Commonwealth Financial Network®, along with Life, Accident, and Health licenses, and is a Registered Principal. Dan earned a degree in Economics from the College of St. Scholastica in Duluth, Minnesota.
Personal
Dan lives in Highland Park, Minnesota, with his wife, Maggie, their daughter Audriana (Addie), and sons Thomas, Jack, and Luke. Together they enjoy neighborhood walks, living room wiffle ball games, and trips to local ice cream shops. Dan also enjoys summers filled with cabin trips, golfing, baseball, and barbeques with family and friends.
