Dane Bradshaw

Background

About Dane Bradshaw

Dane is part of a team consisting of three integral team members. Each member of the team has specific responsibilities working hard to maintain the highest level of customer service and investment management skill that they can provide to clients. Dane holds a degree in Business Finance from the University of Utah and has also received the designation of CERTIFIED FINANCIAL PLANNER™. Investment Planning is an important part of his practice. Dane believes that investing should always be in the context of goals and objectives that are carefully quantified and tracked through proper planning. Dane loves to serve the community and is involved with the Boys Scouts of America in several capacities and has served on the boards of the Granite Education Foundation and the National Academy Foundation's local chapter of the Academy of Finance. He serves as a Financial Advisor to several Foundations and Endowments. When Dane is not at his professional responsibilities, he is enjoying time with his family. His wife of over 40 years, Liz, are the proud parents of 5 children who are all busy preparing for the future, and 12 grandchildren. Series 7, 6 and 63 Registrations PIM Portfolio Manager This information is intended for use only by residents of Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Massachusetts, Maryland, New Mexico, Oklahoma, Tennessee, Texas, Utah, Wisconsin, and Wyoming. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social