Skip to Main Content
Dan Klein, Financial Advisor

FINANCIAL ADVISOR
Dan Klein

CFP®
104 E Main St, Valley City, ND 58072opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • Portfolio Reviews
  • Wealth Strategies

About Dan

As your financial advisor, I am committed to putting your best interest first. I work hard to understand what's most important to you and use our established process to build personalized strategies to help you achieve your goals. As partners, you and I will work together, along with your CPA, attorney and other professionals, to keep you on track. With Sr. Branch Office Administrator Kris Mueller, our branch is supported by a firm with thousands of dedicated people and advanced technology that you and I will use to develop and execute your strategy.

My entire professional career has been...

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • North Dakota State UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Landscape Design
  • Traveling
  • Personal Fitness

Team Members

  • Kristin Mueller
    Sr. Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Phone

(701) 845-0030

Fax

(888) 291-5740

Office Address

104 E Main St
Valley City, ND 58072opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More