Daniel R. Gehl

Financial Planner

 

Daniel R. Gehl from The Wiser Financial Group on Vimeo.

View a recent commercial featuring Daniel.

Bio

I have had the privilege of working with a number of clients as a financial planner and as an associate of The Wiser Financial Group, a financial services firm located in southwest Michigan. Each of my individual and business clients have a unique financial need. I take the time to understand what's important to each of my clients before I recommend a particular product or service. This approach has helped many of my clients in obtaining their financial goals. It's also helped me acquire their trust and confidence, which is something I strive for as a financial professional.

Specialities

My areas of concentration are estate and investment planning, financial and insurance planning and retirement distribution strategies.

Experience

Investment Advisor Representative
The Wiser Financial Group | Financial Services Industry
1996 - Present

General Agent
John Hancock | Financial Services Industry
1976 - 1996

Industrial Affiliations

Past President - National Association of Insurance and Financial Professionals - Southwest Michigan Chapter

Past President - Society of Financial Service Professionals - Southwest Michigan Chapter

Past President - General Agents and Managers Association of Southwest Michigan

Education

University of Michigan
Pharmacy

The American College
Chartered Financial Consultant

The American College
Chartered Life Underwriter

The American College
Life Underwriting Training Course Fellow

Graduate
Agency Managers Training Council

Personal

I have been married to Pam since 1973 and we have two wonderful children, Rob and Steve. In my spare time I enjoy traveling, golfing, boating and spending time with my grandchildren.

Check the background of this firm on FINRA's BrokerCheck.