Dan Riesmeyer has been with KMG Private Wealth since 2010 and has extensive experience in asset management, financial planning, college savings and retirement planning. As a Certified Financial Planner ™ he’s found success in helping families and individuals manage the risks associated with saving, investing and managing their money. Dan seeks to provide professional advice to guide clients on the path to achieve their goals and objectives.
Dan’s interest in the financial markets began when he witnessed loved ones close to him financially impacted by the collapse of Enron. Stunned by the effect this catastrophic event had on a number of investors, Dan became fascinated with the risk management principles of financial planning. Since, Dan has made it his top priority to ensure clients are properly diversified and believes there is nothing more important than building and protecting our clients’ financial independence.
Dan received his Bachelor’s Degree from Miami University with concentrations in Finance and Accounting. Living in downtown Chicago, he and his wife get to enjoy everything the city has to offer and often find themselves enjoying the summer months by the lake. Dan likes staying active with racquet sports such as squash and appreciates the outdoors through fly fishing and hiking throughout the year.
- Life & Health Insurance License
- Series 7
- Series 66