About Dane Financial, LLC

 

Dane Financial, LLC is a Registered Investment Advisory firm based in Springfield, Missouri that specializes in Financial Planning and Investment Management for Pre-Retirees, Federal Employee’s, and Millennials.

We offer the following services: retirement income strategies, wealth accumulation strategies, asset protection, tax minimization strategies, and IRA, TSP, 401(k) rollovers.

We are located on the third floor of the Bradford Place Building in Springfield, Missouri.

 
 

About Cooper Mitchell – The Professional Side

I am the founder and Investment Advisor Representative of Dane Financial, LLC. I started Dane Financial, LLC in 2014 after working for a life insurance agency and realized just how little people knew about their financial life. It was great to help people with their insurance, but I didn’t want to just focus on a small part of the larger plan, I wanted to help in every aspect.

I currently focus on Comprehensive Financial Planning and Investment Management. I specifically focus on tailoring my services towards Federal Employees, Millennials, and Pre-Retirees. I’ve found that to maximize the help I can give, I must focus on specific demographics of people and these are those people.

I hold my Series 65 license in the states of Missouri, Arkansas, and Oklahoma and have my Life Insurance license in Missouri and Arkansas.

About Cooper Mitchell – The Personal Side

As much as I enjoy what I do, I live to strike a proper work/life balance and impress this importance heavily on my clients.

When I’m not at the office I can be found doing a wide array of other things. Ever since I was little I’ve had a high level of curiosity and like to pursue what piques my interest. My interests include spending time with my beautiful wife Mollie and two dogs, lifting (moderately) heavy weights, building wood furniture, blogging about financial issues, worshipping Christ, and reading lots and lots of non-fiction (my wife thinks I’m a walking book.)

LinkedIn   Twitter

 
Located in Springfield, MO