Don Dahlman Financial Advisor in Fox Point, WI 53217

Don is a Senior Financial Advisor with nineteen years of experience currently serving the North Shore Milwaukee area. Through an assessment of his clients’ financial goals, Don helps individuals and their families develop long-term financial strategies to help put those goals in sight.

Prior to joining the BMO Investment Services team, Don worked in various financial advisory positions with TD Waterhouse and Prudential. Don earned a Bachelor of Arts in economics from the University of Wisconsin-Madison. He holds securities licenses 7, 8, 63, 66, held through LPL Financial along with his life and health insurance licenses.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management