Find An Advisor

Find An Advisor

Searched on Name: L

Return to Results

Lloyd, Dan

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

Title: Regional Manager

Designations: CPA, FLMI, CLU, CHFC, FICF

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

© 2018 Catholic Financial Life All Rights Reserved
1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
This site is powered by the Northwoods Titan Content Management System