About Us

Daniel Lundahl

ChFC, CLU, MSFS, MSM, RICP
Phone: 952-443-4720
Fax: 952-443-4728

For over 40 years Dan has been assisting individuals and closely held businesses achieve their financial goals.  The services he provides include life and health insurance, estate, financial and retirement planning, and employee benefits.

As a member of Canopy Financial Group, Dan is part of a select group of financial professionals affiliated with Equitable Advisors, who are distinguished as having exceedingly high standards of experience, expertise, and service in the industry.

To stay on top of his field and develop his professional skills, Dan attends industry training and certification programs.  This includes completing the curriculum and passing the exams for the:

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Retirement Income Certified Professional (RICP)

Dan strives to maintain the highest educational and ethical standards and has obtained the following registrations:

  • FINRA Series 7 Securities
  • FINRA Series 66

Dan earned a Bachelor of Science degree in Business Administration at Gustavus Adolphus College, a Master of Science in Financial Services and a Master of Science in Management for the American College.

Dan is past president of Chaska Rotary and Crown of Glory Lutheran Church.  He and his wife, Mary, reside in Victoria, Minnesota, and have six adult children.

California Insurance License #: 0I71521

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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