Broker Check
Daniel Anderegg, CLU®, ChFC®, MSFS

Daniel Anderegg, CLU®, ChFC®, MSFS

Financial Advisor

Leveraging over 26 years of experience, Dan helps individuals and families make good decisions with their money. With a focus on financial strategies, Dan helps clients through client-focused strategies to mitigate risks, manage wealth and prepare for retirement income.

Dan and his wife Heather live in Cedar Rapids. They have 3 children, Lincoln, Maleaha and Ella. Outside of the office, Dan enjoys traveling, cooking, reading and spending time with family.


  • Chartered Life Underwriter
  • Chartered Financial Consultant
  • Master of Science in Financial Services; The American College
  • Series 7, 63 & 65
  • Life and Health Insurance Licensed
  • Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC
  • Bachelor of Arts; Coe College


  • Society of Financial Service Professionals, Past President of Eastern Iowa Chapter
  • Junior Achievement
  • Big Brother Big Sisters