Daniel G. Gundrum, Financial Advisor-Private Wealth Management, has been in the Financial Services industry since 1996, and joined Baird in 1999. He graduated from the University of Wisconsin-Milwaukee. In addition, Dan is a CERTIFIED FINANCIAL PLANNER™ practitioner. The rigorous standards required for CFP® certification include education, experience, examination, and ethics. Dan was a member of Baird’s Executive’s Council group from 2010 – 2019 and a current President’s Council member since 2020.
Dan’s most satisfied clients would tell you that his financial planning approach provides solutions to complex financial planning needs. He does not sell products. Rather, he implements solutions through an overall long term financial planning process. He utilizes an objective approach to asset management and financial planning, always staying focused on your long-term goals. With all his clients, through an emphasis on risk management, they define the expectations of the relationship, implement the financial plan and continuously monitor the financial plan. He takes his clients through a unique planning experience that moves clients toward their financial goals and long-term objectives. His team approach to finding the best solutions for his clients allows them to truly work together.
Dan has served on numerous occasions as a volunteer for the Wisconsin Council for Economic Development’s Stock Market game for high-school students. He has a strong community focus on a volunteer level. With a passion for assisting in the positive development of youth, Dan has coached traveling basketball and baseball teams. Dan is active in his local church. In his free time, Dan enjoys, exercise, reading, camping, coaching his kid’s sports teams, and spending time with his family.
Dan lives with his wife and 3 sons in Brookfield, WI