Daniel R. Bishop

Background

About Daniel R. Bishop

Focus & Expertise I provide comprehensive investment planning to help my clients achieve their financial goals. Background & Credentials For over a decade, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. Over time, I have developed specialized investment knowledge and use a disciplined process to provide tailored financial advice to a select group of families. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering professional investment planning services to my clients that ease their burden of complex decisions regarding wealth and legacy. How to Contact If you are interested in how I can add value to you and your family, please contact me by e-mail, daniel.r.bishop@wellsfargo.com, or phone,(952) 758-8372. I cannot respond to messages through LinkedIn. This information is intended for use by residents of the following states: AZ, CA, FL, GA, IA, MI, MN, MT, ND, OR, PA, WA, WI. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board's initial & ongoing certification Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social