Dan Bergner

Financial Advisor

Dan Bergner is a Financial Advisor operating out of the Minnesota Business Center in Minnetonka, Minnesota.  Dan calls on his more than 15 years of experience to build financial plans and strategies for businesses, families and individuals, to help them reach their financial goals. 

After a successful career in public administration, Dan began a career as a personal financial advisor with Ameriprise, achieving the status of Advanced Advisor.  He was presented with numerous client-service and quality of advice awards.  Dan sold his practice to take a role as an executive in the mortgage industry, ultimately serving as a Regional Vice President for a top ten national lender.  He returned to his passion of helping people achieve their financial goals by re-launching a financial advisory practice with Principal Financial Group in 2013.

Dan has an undergraduate degree from St. John’s University and a Masters in Business Administration from the University of St. Thomas.  Dan is currently a Trustee of Guardian Angels Catholic Church in Chaska, Minnesota and has served on the board of directors of various community organizations:  Chaska Valley Family Theatre, Chaska Chamber of Commerce, and Chaska Cubs amateur baseball board.  He has also been a member of the Guardian Angels parish council.

Dan and his wife, Jolene, live in Chaska and have three grown children. 

Phone 952-277-4274