Dan Murphy

LICENSED FIDUCIARY & INVESTMENT ADVISOR REPRESENTATIVE

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Dan Murphy has over 10 years experience in the fields of insurance and wealth management and is an Investment Advisor Representative (IAR).

A graduate of Loras College, Dan found his passion for building relationships and assisting people to create a well-rounded financial plan for life after being widowed at the age of 30 with infant twin girls to raise.

Dan is a fiduciary and holds his FINRA Series 65 as a licensed investment advisor. He is also licensed in several states to sell life, disability and long-term care insurance. Dan has since remarried and enjoys spending his free time volunteering as a professional musician at his church. Dan never misses a Cub’s game and helps to coach his daughters’ softball team.

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ADV Part 2A & Form CRS.

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.