Daniel J. Vredeveld, CFP®
Dan is focused on helping Richmond Brothers’ family of clients work toward their retirement dreams through a well-thought out financial strategy for retirement.
He got his start in 2011 as a Financial Advisor with a big box firm (that we will keep unnamed). Dan felt discouraged with the product pushing and cookie-cutter approach that was required by the corporate office. Dan yearned for a culture that celebrated each unique individual and provided a comprehensive financial planning approach (over forcing people into a certain product). He found the perfect fit in Richmond Brothers in 2012 and hasn’t looked back. Dan is passionate about building exceptional relationships with our Richmond Brothers’ family of clients. Pursuing continuous learning is a commitment of his that helps him provide the best advice to each family member as they live out their retirement journey. He is honored and excited to be a part of each and every one of those journeys.
Dan passed the Series 66 and Series 7 exam in 2011 and earned his Certified Financial Planner certification in 2015. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes and retirement planning. In addition, he is a member of Ed Slott's Master Elite IRA Advisor Group, having over four years of instruction and rigorous testing. This group is an assembly of financial advisors dedicated to solving the country's biggest and most complex financial problem - effectively managing the distribution of assets from Individual Retirement Accounts (IRAs). He has a Bachelor of Science in Finance from Grand Valley State University. In addition, he has had his articles published on TheStreet.com.
He meets regularly with clients to review their portfolio performance and specific investment holdings, as well as to review the current market environment. In addition, Dan is the first advisor point of contact for new prospective clients and serves as our client Social Security benefits liaison. In his free time, Dan enjoys spending time with his wife, Mallory, daughters, Emelia and Eloise and son, Elliot. He also is an avid sports buff (Go Blue!) and loves to read.