Dan Welp is the CFO of Welp Financial Services and joined the firm in 2000. He works alongside his brother and helps clients who are approaching retirement or are in retirement by creating, designing and implementing optimal retirement savings plans that are unique to each client’s situation.
Just like his brother, Jeff, Dan is committed to putting the needs of each client first and is not restricted to recommending particular products. He creates individualized plans that benefit each client and follows the fiduciary standard, which means he will work in only the client’s best interest. He assists clients who are approaching or are in their retirement years and educates them on understanding their big life picture, how to properly plan for retirement, and why long-term care planning is important. He can also assist families who have farms and require guidance with legacy and beneficiary planning.
Dan graduated from South Central Technical College with a degree in Sales and Marketing and also attended Minnesota State University, Mankato, where he took business courses. He is an Investment Advisor representative and has obtained FINRA securities licenses Series 7 and 65.
In the community, he’s been involved with the Junior Chamber of Commerce (Jaycees), charitable giving and activities with the Knights of Columbus, and St. Peter Ambassadors.
Dan is married with two children. He enjoys spending time with his family and loves outdoor sports including hunting, golf, and ice fishing.