BACKGROUND
Dan Woog has been in the investment business since 1997. He works closely with institutional and individual clients as a resource in building portfolios that are both suitable and performance-driven. He is focused on providing taxefficient strategies and solutions for clients seeking to meet their income, growth, and wealth transfer needs.
The trust and confidence of his clients are his most treasured assets.
Dan’s clients have full access to the expertise, experience, and diversity that Northland Wealth Management has to offer, as he is able to help you create individualized portfolios for you and your family. In addition to Northland’s municipal bond underwritings, the team is focused on providing a diversified platform of solutions for clients seeking asset class diversity for income, growth, and tax efficiency. Working together with you, and your tax and legal advisors, Dan and his team strive to meet or exceed your goals.
Speaking of goals, Dan achieved his goal of being a four-year letter winner for the University of Minnesota Gopher hockey team from 1992 – 1997, while being coached by his father Doug Woog, and playing for one of the top Division I programs in the country. He played in four NCAA tournaments and two Frozen Fours. His arena is now filled with tax free bonds, wealth management and managed money tools, as well as insurance solutions, to help protect your family or business. Dan has three children, and in his spare time, he’s been teaching kids how to play hockey for over 25 years.
EDUCATION
Dan graduated from the University of Minnesota Twin Cities, College of Liberal Arts, in 1997.
PROFESSIONAL LICENSES/REGISTRATIONS
Dan is an Investment Adviser Representative, and maintains the FINRA Series 7 General Securities Representative, Series 63 Uniform Securities Agent Exam (Minnesota), and Series 65 Uniform Investment Adviser registrations, as well as his MN Life/Health insurance license.
NORTHLAND WEALTH MANAGEMENT
Northland Wealth Management is a division of Northland Securities, Inc., Member FINRA and SIPC, Registered with SEC and MSRB, a diversified financial services firm, which includes investment banking, public finance, and full-service broker-dealer divisions, offering investment and finance services for government entities, financial institutions, non-profit organizations, and individual investors.
Wealth Management Investment Representatives work closely with clients to determine and deliver the appropriate solutions to meet their financial needs according to their individual investment profile and situation. Northland is also a SEC Registered Investment Adviser (RIA) - Northland Asset Management - and Investment Adviser Representatives (IARs or Financial Advisors) can offer numerous advisory products and services, including a wide selection of third-party money managers, and fee for financial planning services.
Registration does not imply a certain level of skill or training.