Dan Bolan
Financial Advisor
Designations: CFP®, MBA
847-635-8435
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.
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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- Dan Bolan, Allworth Financial Advisor
More About Dan:
About Allworth
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.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
23,000+ Clients
Best in Class Advisors
NBRI3
Best in Class Ethics
NBRI3
30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
Barron's1
