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Daniel Lippold, CFP® CLF®

Daniel Lippold, CFP® CLF®

Director, Business Development and Advance Planning at First Command Financial Services

Naperville, Illinois

Specialties: Executive Leadership, Performance Management, Business Coach, Practice Management, Business Development, Sales Training, Professional Education, Recruiting and Hiring, OSJ Administration, Operations. FINRA Licenses: Series 7, Series 24, Series 65 and Series 63. State Life, Accident and Health Insurance License
CERTIFIED FINANCIAL PLANNER™

CFP® Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

“Periodically I post information regarding my employer First Command Financial Services and the social media usage guidelines that apply to First Command also apply to my pages. Please view them here: http://bit.ly/FCFSLinkedInGuidelines


Experience:

  • District/Branch Manager (First Command Financial Services)
  • Director/Market Leader Chicago (First Command Financial Services)
  • Business Development (Centara Capital Management Group)
  • VP of Business Development (Pure Financial Advisors)
  • Director, Business Development and Advance Planning (First Command Financial Services)
  • Supply Officer (US NAVY)

Skills:

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