DANIEL A. DUHIG, CFP®
President / CEO
Dan Duhig has been in the investment management industry since 1979. Before forming Investment Fee Solutions, he was Managing Director and Senior Vice President of The Private Client Reserve at
U.S. Bank. The Private Client Reserve provides asset management, estate planning, trust and private banking services to high and ultra-high net worth clients.
Dan began his career at Blunt, Ellis & Loewi, now known as Wells Fargo Advisors, and later moved to Merrill Lynch. Throughout his career he has served as a Financial Advisor, a Senior Vice President/Branch Manager and a Senior Vice President/Complex Director. During his career, Dan has managed 15 brokerage offices and approximately 175 Financial Advisors representing in excess of 35,000 clients. He has extensive experience with all manner of commissions, fees, charges and internal operating expenses paid by investors, as well as methods by which advisors are compensated.
Dan received a bachelor of sciences degree in Business Administration from Marquette University in Milwaukee, Wisconsin. He has held Series 3, 7, 8, 22, 63 and 65 securities licenses and is a Certified Financial Planner®.