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Daniel C

Series 63, Series 65

Milltown, WI

Merrill

Daniel Creek is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating financial strategies for high-net-worth individuals, families, and businesses, focusing on areas such as college education planning, divorce transition planning, family wealth management strategies, and personal retirement planning. Dan's approach to wealth management is consultative and service-oriented, aiming to balance risk and reward based on individual client needs. Dan began his career in engineering before transitioning to financial services in 1998 and joining Merrill in 2000. He holds a Bachelor of Science in Mechanical Engineering from the University of Wisconsin-Platteville, earned in 1987. Dan has earned multiple professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of St. Mary's Church and the Burlington Kiwanis Club. Dan resides in Burlington with his wife, Patty, and has two grown daughters. His personal interests include fishing, spending time with family, and traveling.

General retirement planning Retirement income strategy Wealth management General estate planning guidance College savings (529s, UTMA, etc.) Engineering Professional Young Families Parents Mid-Career Professionals
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