portrait of Dan Terry

About Dan

As a financial advisor, it's important to invest my time to understand what you're working towards before investing your money. Once I understand your goals, we'll create tailored strategies to help you reach those goals, and we'll revisit those strategies periodically to help ensure you're on track. I'll partner with your tax and legal professionals to help ensure your complete financial picture is considered. We will create a lifelong partnership designed to help you achieve your long-term goals. I strongly believe that working with our team can build your confidence.

My office administrator, Jody, provides our clients with the highest level...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • New Investors

Work History

  • Edward JonesMarch 2020 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Cloud State UniversityBachelor of Science

Personal Interests

  • Board Games
  • Cooking
  • Music
  • Sports Enthusiast
  • Woodworking

Team Members

  • Jody Super Thunstrom
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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