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Daniel T Farniok, Financial Advisor serving the Plymouth, MN area - Ameriprise Advisors

Daniel T Farniok

CFP®, CRPC

Financial Advisor

Franchise Owner
Medallion Financial Advisors

An Ameriprise Platinum Financial Services® Advisor

25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.8 / 5 rating based on 17 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor SM

Education

  • BS - Business Management / Accounting, St. John's Univ. Collegeville, MN

Awards & recognition

  • Five Star Wealth Manager, 2023-25

Community participation

Served as school board chairperson for St. Peter's school in Delano, MN.

Interests

  • Camp duNord & Gunflint Trail vacations, hiking, swimming, camping, golf
  • Coaching Kids sports (baseball, basketball & soccer)