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Dan Bolan

Financial Advisor

Designations: CFP®, MBA

  847-635-8435

  Glenview, IL

With over 20 years of financial sector experience, Allworth's Dan Bolan is an advisor in our Glenview, Illinois, office. A Certified Financial Planner™ professional (CFP®), Dan earned his Bachelor of Science (BS) degree in Finance from Creighton University and his Master of Business Administration (MBA) degree from DePaul University. Dan is a former member of the Chicago Mercantile Exchange and lives in the western suburbs with his wife and three children.

Education and Certifications

Who I Best Work With

What Guides My Approach

With over 20 years of financial sector experience, Allworth's Dan Bolan is an advisor in our Glenview, Illinois, office. A Certified Financial Planner™ professional (CFP®), Dan earned his Bachelor of Science (BS) degree in Finance from Creighton University and his Master of Business Administration (MBA) degree from DePaul University. Dan is a former member of the Chicago Mercantile Exchange and lives in the western suburbs with his wife and three children.

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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

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25,000+ Clients

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

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