Dan Holzrichter

Experience

• 

  United States Marine Corps

  May 1985 - Jan 1996

  Served as Executive Officer and then Commanding Officer of Engineer Maintenance Company, 4th Maintenance Battalion, a Marine Corp Reserve unit based in Omaha, NE. Promoted from Captain to Major before leaving the Marine Corps Reserve. As a Lieutenant and Captain, flew as an Aerial Observer in the OV-10 Bronco aircraft with Marine Observation Squadron One (VMO-1) conducting reconnaissance missions, adjusting artillery and naval gunfire, and acting as a Forward Air Controller - Airborne (FAC-A) directing close air support strikes. Awarded the Air Medal for flying 17 combat missions totaling over 70 hours over Kuwait during operation Desert Storm. As a Lieutenant, served as an Amphibious Vehicle (AAP-7) platoon commander for 22 months, including a 6 month UNITAS deployment on board the USS Barnstable County (LST 1189) to West Africa and South America, and was awarded the Navy Achievement Medal for exceptional performance. Served 6 months as a company executive officer.

  • Marine Reserve Officer - Captain/Major

    Aug 1991 - Jan 1996

  • Marine Officer - Lieutenant/Captain

    Jul 1988 - Aug 1991

  • Marine Officer - Lieutenant

    May 1985 - Jul 1988
• 

  Dain Rausher

  Aug 1991 - Mar 2001

  Associate VP

  Managed client investment portfolios. One of the first financial advisors in the industry to create and deploy a financial advisor team vs being an individual practitioner. Asked to sit on NYSE committees working to refine the Series 7 licensing examination and create a new Continuing Education program for the financial services industry.

• 

  Morgan Stanley Smith Barney

  Mar 2001 - Feb 2011

  Vice President - Wealth Management

  Led a team of financial advisors and support staff managing investments and developing financial plans. Served on numerous national advisory boards for portfolio development and management.

• 

  Baird

  Feb 2011 - now

  I lead a team of advisors and clients specialists helping clients turn dreams into concrete financial goals, develop plans to meet those goals, and implement strategies and monitoring to ensure they stay on track towards realizing their dreams. We oversee over $340 Million of client assets, and I personally manage over $150 million in five different discretionary models through our Private Investment Management (PIM) program. I have served as a member as well as the Chairman of Baird's PIM Council and acted as a beta tester for many of Baird's new IT rollouts. Show less

  • Director - Private Wealth Managment - Portfolio Manager

    Feb 2019 - now

  • Senior VP, Wealth Management

    Feb 2011 - Feb 2019