Dan Lotts

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 OfficeColby 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.


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.


Specialties:

  • Retirement planning
  • Insurance needs
  • Setting short- and long-term financial goals