After over 30 years in the industry, Dan Steichen knows how to navigate sophisticated financial management and customized plan building. As a financial advisor in Bloomington, MN, he enjoys partnering with his clients to help them find what works best for them and their goals.

Dan has broad experience leading and shaping a practice. He co-founded Pakola, Steichen & Company, LLP in 1995 and became the principal and founder of Personal Wealth Partners, LLC in 2014 (which merged with Credent in 2022).

Dan holds a Bachelor of Arts in English from St. John’s University and earned a Master of Taxation and a Juris Doctorate. He is also a licensed attorney and Certified Public Accountant (CPA-Inactive) in Minnesota. He loves going on family trips, spending summer weekends at his cabin in central Minnesota, and discovering new music. He and his wife, Sandy, have five kids.

“I am dedicated to continuous learning, the sharing of diverse ideas, and always finding better ways to get things done.”