Dana Pollard

Background

About Dana Pollard

I worked as a Private Wealth Financial Advisor for over 20 years before founding Lumitas Wealth Strategies in 2022. Along with my diligent team, I am grateful to help people be intentional with their money to fulfill their purpose. I earned my undergraduate degree from North Dakota State University and my master’s degree from St. Catherine University. I earned my Certificate in Financial Planning at the University of Minnesota- Mankato. Being involved in the community is important to me. I teach a financial concepts class to high school students through BestPrep. Additionally, I am a Eucharistic Minister at St. Ambrose Catholic Community. Away from the office, I spend my free time with friends and family, especially my two sons Lincoln and Cooper. I enjoy traveling, cooking, reading, and art. Securities and advisory services offered through Commonwealth Financial Network®, Member / a Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Lumitas Wealth Strategies, 8147 Globe Drive, Suite 245, Woodbury, MN 55125,(651) 204-8622. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: