Dan Borchard
About Dan Borchard
Dan Borchard serves as the RIA Regional Director for Central US at Russell Investments, where he has worked since 2016. He holds the CFP® and AIF® designations and has over a decade of experience in wealth management and investment strategies.
Work at Russell Investments
Dan Borchard has been serving as the RIA Regional Director for the Central U.S. at Russell Investments since 2016. In this role, he is responsible for overseeing regional operations and client relationships, focusing on delivering investment solutions to registered investment advisors. Prior to his current position, he worked as an Internal Wholesaler at Russell Investments for 14 years, starting in 2010. His tenure at Russell Investments reflects a commitment to enhancing client engagement and driving business growth within the firm.
Education and Expertise
Dan Borchard holds a Bachelor of Science degree in Accounting and Finance from the University of Wisconsin - La Crosse, where he studied from 2004 to 2008. He has earned the Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) designations, which demonstrate his proficiency in financial planning and fiduciary responsibility. Additionally, he is licensed with FINRA Series 7 and 66, indicating his qualifications in securities and investment advisory services.
Background
Dan Borchard began his career in the financial services industry as a Financial Representative Intern at Northwestern Mutual from 2007 to 2008. He then transitioned to Annex Wealth Management, where he worked as a Client Relations Manager from 2008 to 2010. His experience in client relations and financial representation laid the groundwork for his later roles in wealth management and investment strategies, contributing to his extensive knowledge in the field.
Current Role at Mariner Wealth Advisors
In addition to his role at Russell Investments, Dan Borchard has been a Wealth Advisor at Mariner Wealth Advisors since 2018. In this capacity, he provides personalized financial advice and investment strategies to clients, leveraging his extensive experience in wealth management. His work at Mariner Wealth Advisors complements his responsibilities at Russell Investments, allowing him to apply his expertise across different facets of the financial services industry.
Professional Experience
Dan Borchard has over a decade of experience in the financial services industry, showcasing his expertise in wealth management and investment strategies. His career path includes significant roles at notable firms, including Northwestern Mutual, Annex Wealth Management, and his current positions at Russell Investments and Mariner Wealth Advisors. This diverse background has equipped him with a comprehensive understanding of the financial landscape and client needs.