Daniel Mael, LPL Financial Advisor/Certified Public Accountant (CPA) with BWD Wealth Management at Bank of Wisconsin Dells, recently earned his Certified Financial Planner™ (CFP®) certification. As a CFP® Practitioner, Mael collaborates with the firm’s advisory team to develop personalized financial plans and wealth management advice for the firm’s clients. Earning this credential represents Mael’s commitment in acting as a fiduciary, placing the clients’ interests ahead of his own at all times.
“The Bank of Wisconsin Dells takes great pride in the growth and development of our team,” says Bank President, Scott Rockwell. “Daniel shares in our belief in the value of continuing education; as it assists in his pursuit of personal development and providing him the tools necessary to provide his clients the best advice and experience possible. We are extremely proud of Daniel and his accomplishment. The CFP® designation combined with Daniel’s experience as a CPA tells a lot about Dan’s dedication and determination to offering his clients a professional and knowledgeable experience.”
Mael joined LPL Financial and BWD Wealth Management in February 2019. He began his career as an accountant, spending six years as a CPA in both public and private sectors before becoming a Financial Advisor. Mael is located at the Lake Delton Branch of Bank of Wisconsin Dells and services the Community Bank of Portage by appointment only.