Dan Woog has been in the investment business since 1997, and is a shareholder (along with prominent business owner Glen Taylor) of Northland Capital Holdings, Inc. He works closely with institutional and individual clients as a resource in building portfolios that are both suitable and performance-driven. He is focused on providing tax-efficient strategies and solutions for clients seeking to meet their income, growth, and wealth transfer needs.
The trust and confidence of his clients are his most treasured assets.
Dan’s clients have full access to the expertise, experience, and diversity that Northland Wealth Management has to offer, as he is able to help you create individualized portfolios for you and your family. In addition to Northland’s municipal bond underwritings, the team is focused on providing a diversified platform of solutions for clients seeking asset class diversity for income, growth, and tax efficiency. Working together with you, and your tax and legal advisors, Dan and his team strive to meet or exceed your goals.
Speaking of goals, Dan achieved his goal of being a four-year letter winner for the University of Minnesota Gopher hockey team from 1992 – 1997, while being coached by his father Doug Woog, and playing for one of the top Division I programs in the country. He played in four NCAA tournaments and two Frozen Fours. His arena is now filled with tax free bonds, wealth management and managed money tools, as well as insurance solutions, to help protect your family or business. Dan has three children, and in his spare time, he’s been teaching kids how to play hockey for over 25 years.
Dan graduated from the University of Minnesota Twin Cities, College of Liberal Arts, in 1997.
Dan is an Investment Adviser Representative, and maintains the FINRA Series 7 General Securities Representative, Series 63 Uniform Securities Agent Exam (Minnesota), and Series 65 Uniform Investment Adviser registrations, as well as his MN Life/Health insurance license.