Dan Inveen, Consultant, TD Ameritrade Institutional

You might have seen Dan’s name before. That’s because he has authored articles and has been quoted in leading industry publications such as the Wall Street Journal, Financial Advisor, Financial Planning, Investment Advisor, and Investment News.

But Dan’s advice is respected because he’s dedicated his career to assisting businesses through research and strategy development for more than two decades. His research and consulting focus includes strategic planning, organizational design, compensation, operations, and M&A.

Prior to founding FA Insight, Dan served as senior research manager with the Business Consulting Group at Moss Adams. His work experience also includes positions with Russell Investments, the U.S. Virgin Islands Bureau of Economic Research, and the Washington State Department of Trade & Economic Development. Dan holds bachelor’s and master’s degrees in economics from the University of Washington and is a CFA Institute charter holder.

Off the Record

Best Concert Experience
U2, playing a bar in Seattle on their first American tour

Preferred way to relax
Backpacking along the Olympic Peninsula coastline

Key to building a successful advisory firm
Founders that are focused on working themselves out of a job

Best piece of business advice
“If I had nine hours to chop down a tree, I’d spend the first six sharpening my ax.” –Abraham Lincoln

FA Insight is a product of TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. FA Insight is a trademark owned by TD Ameritrade IP Company, Inc.

© TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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