About Us

Daniel Lundahl, ChFC, CLU, MSFS, MSM, RICP®

Financial Professional
Phone: 952-443-4720
Fax: 952-443-4728

For over 40 years Dan has been assisting individuals and closely held businesses achieve their financial goals.  The services he provides include life and health insurance, estate, financial and retirement planning, and employee benefits.

As a member of Canopy Financial Group, Dan is part of a select group of financial professionals affiliated with Equitable Advisors, who are distinguished as having exceedingly high standards of experience, proficiency, and service in the industry.

To stay on top of his field and develop his professional skills, Dan attends industry training and certification programs.  This includes completing the curriculum and passing the exams for the:


  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Retirement Income Certified Professional (RICP)



Dan strives to maintain the highest educational and ethical standards and has obtained the following registrations:



  • FINRA Series 7 Securities
  • FINRA Series 66



Dan earned a Bachelor of Science degree in Business Administration at Gustavus Adolphus College, a Master of Science in Financial Services and a Master of Science in Management for the American College.


Dan is past president of Chaska Rotary and Crown of Glory Lutheran Church.  He and his wife, Mary, reside in Victoria, Minnesota, and have six adult children.


 


 


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Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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