Dan Lundquist, CFP®

Dan Lundquist founded Big Timber Wealth Management in April 2011. He focuses on providing investment advisory, wealth management, and educational services to individuals and high net worth families. Dan provides highly personalized financial advice, financial planning, portfolio construction, and estate planning services.

Prior to founding the firm, Dan spent four years as a Managing Director for Sheridan Road Advisors, an independent investment advisory firm. Dan spent twelve years as a financial services representative at AXA Advisors, as well as a loan officer at Citibank. Prior to starting in the financial services industry, Dan flew airplanes as both a commercial and corporate pilot.

Dan is a Certified Financial Planner™, a Registered Representative and Investment Advisor Representative of Ausdal Financial Partners. Dan holds the Accredited Investment Fiduciary, AIF™ designation from the Center for Fiduciary Studies. Dan received both his B.A. and M.B.A. from the University of Illinois. Dan has his Series 7, 63, and 65 securities licenses as well as his life, health, and property/casualty insurance licenses.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.