Kristin Beseler
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Expertise
General estate planning guidance
General retirement planning
Occupation focus
Doctor or Medical Professional
Professional Athlete
Demographic focus
Women Professionals
Work history
Edward Jones
2020 - Present (6 years)
Edward Jones
2017 - 2020 (3 years)
Howes Diamond Jewelers
2014 - 2020 (6 years)
AdvoCare International
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Jason C
Series 66
Onalaska, WI
Edward Jones
Paul G
CFP®, Series 66
Holmen, WI
Edward Jones
Andrew S
CFP®, Series 66
Onalaska, WI
Edward Jones
Ryan H
Series 66
La Crescent, MN
Edward Jones
Eric M
ChFC®, Series 66
La Crescent, MN
Edward Jones
Daniel G
Series 63, Series 65
Galesville, WI
Merrill
Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.
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