Dan Amiot
Advisor at Wrought Iron Financial LLC
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.
Advisor at Wrought Iron Financial LLC
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.
After 17 years in financial planning working for big companies, I founded Wrought Iron Financial LLC to best serve my clients and my community. My firm is built on fiduciary excellence, respect, and honor to serve my clients in their best interest. We support hard-working men and their families.
Our expertise is in the following:
Intentional, Comprehensive Financial Planning
Purpose-Driven Investment Management
Military & Federal Employees, Veterans
Fiduciary Advisor to Corporate Retirement Plans for Employees (401(k), 403(b), SIMPLE IRA, SEP IRA, Cash Balance Plans, etc.)
Integrity, character and service are my life’s compass. I bring passion and energy to each of my clients and strive to discover the best way to serve each of you.
I graduated Summa Cum Laude from Cleveland State University in 2005 with a BFA in Finance and earned my CFP designation in 2018. I am a lifetime member of Beta Gamma Sigma International Business Honor Society. I have been working with clients on their financial plans since 2007.
My WHY is, has been, and always will be my family. I am raising four children with my wife of 22 years, and our hobbies follow their interests. Just as in my financial calling, my home life is led by service. I am an active volunteer in community theatre, an Assistant Scoutmaster for my children’s Scout Troops, and active in all their passions. In our limited free time, my wife and I love to go to the theatre, go out dancing, hiking, and wine and whisky tasting.
AUM: 0.80%
Monthly: $300/month
One-time plans available, cost based on complexity. Corporate 401(k) Management starting at 0.70% AUM.
Wrought Iron Financial LLC
2024 - Present (2 years)
Advance Capital Management, Inc.
2018 - 2024 (6 years)
Cornerstone Capital Advisors
2008 - 2017 (9 years)
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.