Daniel Holl
Daniel J. Holl, MSFS, AEP®, CLU®, CHFC®, RICP®, LUTCF Branch Manager Financial Advisor

As founder and President of Holl Financial Services, Dan discovered a passion for helping others through the financial service industry and spent many years mastering his craft before founding his practice in 2008.

Dan earned his Bachelor of Arts from the University of Wisconsin-Green Bay and holds a Master of Science in financial services from the American College. Prior to starting Holl Financial Services, Dan spent 14 years as a financial advisor at Woodbury Financial, where he continued to develop his innate ability to simplify complex matters. Clients appreciate his level of care, customization and comprehension of each unique circumstance.

Throughout his years in the financial planning field, Dan has consistently deepened his knowledge by earning numerous esteemed designations. These include the Retirement Income Certified Professional®, Chartered Life Underwriter®, Chartered Financial Consultant®, Accredited Estate Planner® and a Life Underwriter Training Council Fellow.

Dan resides in Green Bay with his wife, Bonnie, and son, Nathan. He enjoys hunting, traveling and being active in his community as a volunteer with the Boy Scouts of America.