Dan Owen, CFP®, CLU®, ChFC®, AEP®, RICP®

Wealth Management Advisor

Professional

After studying History at UNCW and Spanish in Costa Rica, Dan worked in the recycling, construction, environmental health, and Spanish interpreting industries. In 2008, Dan aligned his financial services practice with Northwestern Mutual because of its strong reputation for doing what is best for their clients. Dan enjoys interacting and developing relationships with his clients to help them achieve their financial dream.

Awards and Achievements

1999 – Awarded rank of Eagle Scout by the Boy Scouts of America

2003 – Graduated Bachelor of Arts, History from UNCW

2007 – Certified as Spanish Language Interpreter by NC Administrative Office of the Courts

2009 – Rookie of the Year, Carolina Condrey Group

2010 – New Financial Rep of the Year, Carolina Condrey Group

2013-2016 – Top 10 – Carolina Condrey Group Celebration of Excellence

Licenses

Life / Health / Long-Term Care

Series 6, 7, 63, and 65

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2013-2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2014

Award recognizing commitment to excellence in service to clients and industry

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck