Dan Charron
President, Shareholder –
Contryman Associates, P.C.
Wealth Care Professional –
Wealth Advisors Network, Inc.
Location: Scottsbluff, NE
Position
- Investment Adviser Representative with Contryman Wealth Advisors
- Certified Public Accountant (CPA) with Contryman Associates, P.C., Licensed to Practice in the State of Nebraska
- Certified Management Accountant (CMA) Designation
- CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
- Member of the Wealth Advisors Network, Inc., Investment Committee – Responsible for Approving Investment Policy and Portfolio Recommendations for our Investment Adviser Representatives
- Licensed to offer Securities through Cambridge Investment Research Inc.
- Series 7, 24, 66 Securities Registrations
- Licensed Agent for Life Insurance, Annuities, and Variable Contracts with Cambridge Investment Research Inc.
- Accredited Investment Fiduciary (AIF®)
- Manager of the Scottsbluff, Nebraska, office of Contryman Associates
- Member of Contryman Associates Tax Committee – Responsible for Developing and Maintaining the Firm’s Tax Policies and Procedures
- Member of Contryman Associates Technology Committee – Responsible for Coordination of the Firm’s Technology Policies and Procedures
- Investment Adviser Representative with Contryman Wealth Advisors
Background/Experience
- Started with Contryman Associates, P.C. in 1997
- Accounting, Tax Preparation, and Consulting for Individuals and Businesses
- QuickBooks® Accounting Software Specialist
- Estate and Retirement Planning, Business Development and Consulting
Education
- Model-Netics Management Course Graduate
- University of Nebraska – Kearney, Bachelor of Science in Business Administration, Emphases in Accounting and Finance – Honor Graduate
Community Activities
- Scottsbluff/Gering Chamber of Commerce – Past Chairman
- Leadership Scotts Bluff – Past President
- Rotary Club of Scottsbluff/Gering – Treasurer
- Scottsbluff Public Schools Foundation – Board Member
- Scottsbluff Kiwanis Club and Foundation – Past Board Member, Past Treasurer
Memberships
- American Institute of Certified Public Accountants
- Nebraska Society of Certified Public Accountants
- Institute of Management Accountants
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