Daniel Goeken

Dan specializes in the financial planning needs of pre-retirees and retired individuals.  His career as a financial advisor began in 1987, spending 17 years with American Express Financial Advisors, Inc. before joining Securities America, Inc. in 2004.  He established Insight Financial Planning in 2011.

Dan holds the Series 7 and 63 registrations along with the Chartered Financial Consultant® (ChFC®), Certified Financial Planner® (CFP®), and Behavioral Financial AdvisorTM (BFATM) professional designations. 

He grew up on a farm near Hartington, Nebraska and is a Wayne State College graduate.