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Daniel Lagerborg

Wealth Management Advisor at Lagerborg & Associates

Daniel Ryan Lagerborg is a Wealth Management Advisor and the Founder of Lagerborg & Associates, a financial planning firm affiliated with Northwestern Mutual.1 Here are some key details about Daniel Lagerborg:

Professional Background

  • Founded Lagerborg & Associates in 20051
  • Has been working with Northwestern Mutual since 20021
  • Serves as the Founder and Financial Planning Specialist at his firm1

Role and Responsibilities

  • Oversees setting the vision for Lagerborg & Associates1
  • Focuses on protecting the firm's ideals of safety and sophistication1
  • Coordinates new relationships with clients, ensuring they find the firm to be a safe and sophisticated place to manage their important financial matters1

Personal Life

Daniel is married to Steph and has two daughters named Adeline and Ellie.1 The family resides at Woolly Hill Farm in Old Littleton, where they enjoy:

  • Gardening
  • Outdoor activities
  • Playing sports

Professional Approach

Lagerborg emphasizes creating a safe and sophisticated environment for clients to manage their financial affairs.1 He continues to grow his team at Lagerborg & Associates, focusing on preserving clients' legacies and developing strategies for their financial well-being.3

Daniel Lagerborg maintains an active presence on LinkedIn under the username dlagerborg, where he shares insights about his work and team.234

Highlights

Aug 13 · linkedin

Please welcome our newest Lagerborg & Associates team member, Bryan Sharp! As a new member of our Client Experience team, he will be supporting our clients as they work towards their goals. We're grateful to have you, Bryan!

#thrive

May 27 · linkedin

Your legacy is about more than just transferring wealth. It’s about helping your heirs carry on what’s important to you. Follow these steps and reach out to our team to get started.

https://lnkd.in/gKrhbTP6

Related Questions

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Daniel Lagerborg
Daniel Lagerborg, photo 1
Daniel Lagerborg, photo 2
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Location

Denver, Colorado, United States