Daniel Wotruba has more than 25 years of experience in the financial services industry providing financial planning and portfolio construction services designed to help clients achieve personal and family goals. With a seemingly unlimited array of financial products available in today’s marketplace, Dan has the experience to help clients determine which products create the best opportunity to achieve financial success through fundamental portfolio analysis focused on portfolio structure, managing risk, and controlling costs, as well as providing financial planning, portfolio construction, and estate and trust analysis.
Notable Industry & Community Involvement:
- Holds FINRA Series 65 securities license
- Corporate Board Member for the Green Bay Wildlife Sanctuary
- Advisor to the finance committee for the Einstein Project
- Co-Chair Willie D. Davis Finance & Investment Lab Advisory Board at Austin E. Cofrin School of Business UWGB