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Dan Buxton

Dan Buxton

Financial Advisor

Followers of Dan Buxton539 followers
location of Dan BuxtonLake Oswego, Oregon, United States

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  • Timeline

  • About me

    Financial Advisor | Sr. Qualified Plan Consultant

  • Education

    • Oregon State University

      -
      Business Administration Marketing

      Activities and Societies: Pi Kappa Alpha Fraternity - Beta Nu Chapter Treasurer

  • Experience

    • Merrill Lynch

      Jan 2005 - Jan 2008
      Financial Advisor

    • Morgan Stanley Smith Barney

      Jan 2008 - Apr 2011
      Chartered Retirement Plan Specialist

    • Robert W. Baird & Co.

      Apr 2011 - now
      Financial Advisor

  • Licenses & Certifications

    • Qualified Plan Financial Consultant (QPFC)

      National Association of Plan Advisers
      Nov 2012
      View certificate certificate

    • Chartered Retirement Plan Specialist (CRPS)

      College for Financial Planning
      Jan 2011
      View certificate certificate

    • Certified Health Savings Adviser (CHSA)

      Access Point HSA
      Mar 2018