About Us

Daniel R. McGrain, CLU, ChFC

Financial Advisor
Phone: 402-392-8409
Fax: 402-397-9573

Career Achievements:

Hall of Fame

Hallmark I

Hallmark II

Presidents Cabinet

 

Professional Designations:

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

FINRA Securities Registrations:  Series 6, Series 7, Series 63 and Series 65

 

With over 30 years of experience, I work with clients to chart their financial futures, manage and grow their assets, and protect what’s most important to them.

What’s distinctive about my approach is a focus on objective advice. Through a one-on-one meeting, I can identify your needs and aspirations and the financial requirements for each. We can then discuss suitable strategies that work best to meet both your short and long-term needs. I offer a broad range of financial products and services for individual and business planning needs.

 - Business Planning - Business Succession, Executive Benefits, Employee Benefit    Plans

 - Financial Planning Strategies - Estate Planning, Retirement Planning, Education    Funding

 - Investment Services - Asset Accumulation, Wealth Management

 - Risk Management - Life Insurance, Annuities, Disability and Long Term Care    Insurance

Working with both individuals and families, I focus on long-term planning to provide the highest level of planning services available. Whether it’s a young couple just getting started with an IRA or a high net worth client looking to secure future generations, I take the same approach to helping prioritize and implement the strategies that work best for you.

As a business owner, I understand firsthand the challenges of building a successful business. I work with businesses ranging from sole proprietorships to corporations. I approach business planning in the same spirit of entrepreneurship—by recognizing the specialized needs of smaller and mid-sized companies and providing strategies to help effectively fulfill those needs.

Please contact me via email at  dan@raistonewealth.com or by phone at 402-392-8409, for a complimentary initial consultation. I look forward to getting started today in helping you achieve your financial goals. 

California Insurance License #: 0K97143

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding 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, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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