Our Associates

Daniel J. Dettlaff

CPFA®

For more than 30 years, Dan Dettlaff has dedicated his career to helping families and small business owners protect their assets, care for the people they love, and pursue financial independence. As a trusted financial advocate, he brings the skills, knowledge, and experience needed to guide clients in building lasting wealth and achieving their goals. His mission has always been to serve as a lifelong resource for every client—someone they can rely on with confidence through every stage of life.

Dan resides in Pewaukee, Wisconsin, where he is active in his church community. Outside of his professional life, he treasures time with his family, including his five children and one grandchild. A strong believer in the connection between financial fitness and physical wellness, Dan is passionate about health and enjoys weight training, biking, running, and outdoor activities. He also loves supporting youth sports, gardening, boating, skiing (both water and downhill), golfing, and spending vacations with his family.

Above all, Dan truly loves what he does—helping others create stability today while building financial freedom for tomorrow.

Main areas of Focus
  • Wealth Management
  • Financial Education & Literacy
  • Retirement Income Planning
  • Life Insurance
  • Legacy & Estate Planning
  • Risk Management
39+Years Experience
A man in a blue suit, white shirt, and red tie stands indoors, smiling at the camera with a blurred office background.

Education

University of Wisconsin-Oshkosh

Licenses

Series 6, Series 63, Series 65, SIE
CA Insurance License #OM14746

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