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Dan Lambert, CFP®, APMA®, MFA, MBA

Dan Lambert, CFP®, APMA®, MFA, MBA

Followers of Dan Lambert, CFP®, APMA®, MFA, MBA567 followers
location of Dan Lambert, CFP®, APMA®, MFA, MBAHolland, Ohio, United States

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  • Timeline

  • About me

    Chief Executive Officer of Charles Boyk Law Offices LLC | Certified EOS Integrator

  • Education

    • Bowling Green State University

      2014 - 2015
      Master of Business Administration (M.B.A.) Accounting and Finance

    • Bowling Green State University

      2009 - 2012
      Bachelor of Fine Arts - BFA Poetry/Philosophy

      Activities and Societies: Dean’s List

    • University of California, Berkeley

      2022 - 2023
      Financial Planning Certificate Financial Planning and Services

    • Bowling Green State University

      2012 - 2014
      Master of Fine Arts - MFA Poetry

      Activities and Societies: Graduate Writers' Club, Graduate Student Senate, Mid-American Review

  • Experience

    • Bowling Green State University

      Aug 2012 - May 2015

      • Graduate Assistant - Executive Programs in Business

        Aug 2014 - May 2015

      • Writing Instructor

        Aug 2012 - Aug 2014

    • H&R Block

      Jan 2014 - Jan 2018
      Tax Associate

    • Brown & Brown of Ohio

      Jun 2015 - Aug 2016

      • Assistant Marketing Manager - Commercial Lines

        Aug 2015 - Aug 2016

      • Marketing Intern

        Jun 2015 - Aug 2015

    • Kec, Walker & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Servies, LLC

      Aug 2016 - Aug 2024
      Chief Financial Officer

    • Bowling Green State University

      Aug 2016 - Aug 2017
      Assistant Grant Coordinator

    • Charles Boyk Law Offices LLC

      Jan 2024 - now
      Chief Executive Officer

  • Licenses & Certifications

    • Series 66

      NASAA
      Jan 2024

    • Notary Public

      State of Ohio
      Apr 2017

    • Certified EOS Integrator

      EOS Worldwide
      Jul 2024

    • Series 7

      FINRA
      Nov 2023

    • Accredited Portfolio Manager Advisor APMA®

      College for Financial Planning
      Jun 2021

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Aug 2023
      View certificate certificate

  • Volunteer Experience

    • Board Member

      Issued by Wood County ADAMHS Board on Aug 2018
      Wood County ADAMHS BoardAssociated with Dan Lambert, CFP®, APMA®, MFA, MBA

    • Election Judge

      Issued by Wood County Board of Elections on Oct 2020
      Wood County Board of ElectionsAssociated with Dan Lambert, CFP®, APMA®, MFA, MBA