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   
Check the background of investment professionals on FINRA’s BrokerCheck.
Copyright © 2024
Wealth Advisors Network