Primary Location
Buffalo Grove
200 North Buffalo Grove Road
Buffalo Grove, Illinois 60089
847.418.2839 Direct
866.992.1402 Toll-free
866.855.6844 Fax
Map ► Directions ►
Dan Volk is a Financial Advisor in Buffalo Grove, Illinois. He has been providing investment advice to clients since 1999. Dan focuses on helping clients achieve their goals and building long-term, trusting relationships. Listening to and caring about each family's needs and concerns, Dan constructs an ever-changing portfolio mix based on time horizon, risk tolerance, and client objectives while keeping a close eye on market conditions.
Prior to joining the firm, Dan worked at Merrill Lynch as a Financial Advisor after working at J.P. Morgan for seven years as a Senior Relationship Advisor.
Dan earned a bachelor’s degree in Economics from Northern Illinois University. He holds FINRA Series 7, 52, 63, and 65 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.
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