RCU Investment & Insurance Team - Dan Lotts
LPL Financial Advisor
Email: dan.lotts@lpl.com
Phone: 715-838-2542
Primary Office: Chippewa Falls South Office
Find Dan at These Offices
Dan's primary office is the Chippewa Falls South Office. He is also available by appointment at the Chippewa Falls Downtown Office, Colby Office, Medford Office and Rice Lake Office.
Learn About Dan
The RCU Investment & Insurance Team is excited to have Dan Lotts as one of their LPL Financial Registered Representatives. LPL Financial Advisor Dan Lotts’ passion is understanding each of his clients’ unique needs and educating them on the strategies available to help them pursue their short and long-term financial goals. Specializing in retirement planning and insurance, Dan also can assist with college savings plans, asset management, and comprehensive financial management.
Prior to working in the financial services industry, Dan served seven years in the Minnesota Air National Guard as an Aircraft Firefighter.
Born and raised in the Chippewa Valley area, Dan is married to his wife Natalie and together they have three children. In his spare time, he enjoys being outdoors and spending time with his family.
"Dan has been great to work with. I was needing help with my 401K once I retired and wanted to invest some of the money I received. Dan explained the different options I had to choose from and advised which were the best for my situation. He also helped me set up investment accounts for each of my 11 grandchildren. I appreciate that I am not just a number with the investment team. They are very friendly and always good at explaining the options I have." - F. S.
This statement is a testimonial by a client of the financial professional as of 12/27/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Licenses/Registrations
- FINRA Series 7 and 66 securities registrations held with LPL Financial. Life and Health Insurance licenses.
- Check the background of your financial professional on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or RCU Investment & Insurance Team. Securities and insurance offered through LPL or its affiliates are:
|
Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The RCU Investment & Insurance Team site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MN, MO, OH and WI.
Royal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/
Specialties:
- Retirement planning
- Insurance needs
- Setting short and long-term financial goals
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