Dan Engelhardt, CFP LIC MRFC
INVESTMENT ADVISORY REPRESENTATIVE
Dan entered the insurance business with a major life insurance company in 1970 and in 1976 purchased a property & casualty agency. In 1986, he merged his agency with a large P&C agency in the Bay City area and was responsible for the life and financial planning department for the agency.
In August 2000, he formed Assured Financial Advisors, Inc., a financial advisor representative group. The group caters to higher net worth clients and businesses that seek financial guidance and money management services.
Dan obtained his CIC designation in 1988, his CERTIFIED FINANCIAL PLANNER™ certification in 1989, and his LUTCF designation in 1993. He also completed the Mater Registered Financial Consultant exam in 2017. He has been a member of the National Speaking Faculty for the National Alliance since 1990. He is an Investment Advisor Representative of Cambridge Investment Research which allows him to do fee-based financial planning and investment management. He also has his Series 7 securities registration. He was past state president of the Michigan Association of Insurance & Financial Professionals.
Dan enjoys running, golfing, woodworking, and riding his Harley Davidson with his pup Harley.