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Lloyd, Dan

Agency: East Central Wisconsin Agency (Fond du Lac Agency)

Title: Regional Manager

Designations: CPA, FLMI, CLU, CHFC, FIC

LinkedIn Profile: Visit this Advisor's profile at LinkedIn

Business Phone: 920-922-1900

Mobile/Alt Phone: 800-924-9218

Mobile Phone: 414-507-9751

Business Fax: 920-922-1328

Location: 976 E. Johnson Street
Suite 800
Fond du Lac, WI 54935

 

About Advisor

  • Member of St. Boniface Catholic Parish in Germantown, Wis.; Married to Connie with two children - Alex and Pablo
  • Is a Certified Public Accountant (CPA) and has earned Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations
  • President and CEO of Catholic Family Life Insurance 2001 – 2010

Services Offered

  • Retirement income
  • Estate planning
  • Wealth maximization
  • Mortgage protection
  • Family protection
  • Charitable giving
  • Business continuation

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1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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