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About SilverOak

Dan Hedegard, CFP®, MBA

 

Financial Planning Specialist

Dan is a Financial Planning Specialist at SilverOak Wealth Management LLC.  He has been with the firm since 2014 and he currently leads SilverOak's financial planning team.  His responsibilities include completing a wide variety of complex financial plans and analyses for our clients.  He oversees SilverOak’s para-planners to ensure that the financial plans are thorough, accurate and timely.  In addition, he assists SilverOak advisors with the management of client relationships.  Dan also helps to maintain SilverOak’s website and coordinate the firm’s IT services. 

Prior to joining SilverOak, Dan worked as a Site Coordinator at a local non-profit music center.  He is a Certified Financial Planner® professional who holds an MBA from the University of St. Thomas, as well as Master's degrees in music theory and classical guitar from the University of Minnesota.

Education

  • Certified Financial Planner (CFP®)

  • University of St. Thomas, Opus School of Business - MBA 

  • University of Minnesota, Twin Cities - B.M., M.M., M.A. - Music

Professional Affiliations

  • Member, Financial Planning Association

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SilverOak Wealth Management LLC

3600 Minnesota Drive

Suite 860  

Edina, MN 55435 

Phone:  (952) 896-5700 

Email:  info@silveroakwealth.com

Check the background of this investment professional on FINRA's BrokerCheck

This website is in no way a solicitation or offer to sell securities or investment advisory services, except where applicable, in states where we are filed or where an exemption or exclusion from such filing exists.  There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any "linked" web sites.

© 2024 SilverOak Wealth Management LLC.  All rights reserved.

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