Berthel Fisher Welcomes Dan Meehan as Vice President of Recruiting Amid Upcoming 40th Anniversary

Dan Meehan Appointed as Vice President of Recruiting at Berthel Fisher

The Berthel Fisher Companies, recognized as a key player in wealth management and investment solutions, has announced the strategic appointment of Dan Meehan as the new Vice President of Recruiting. This significant move comes as the firm gears up to commemorate its 40th anniversary in 2025.

Dan Meehan, a veteran in the recruiting sphere with over 30 years of wealth management experience, will play a crucial role in attracting independent financial professionals to the firm. He will oversee the development and execution of innovative acquisition strategies while also focusing on enhancing organic growth and retention strategies among the company’s current financial advisors. Reporting directly to Paige Swartzendruber, the firm's Chief Business Development Officer, Meehan's extensive background is expected to accelerate Berthel Fisher's growth trajectory.

“We are thrilled to welcome Dan to the Berthel Fisher family of companies,” remarked Swartzendruber, emphasizing the perfect fit of Meehan’s experience for their ambitious plans. “His understanding of the industry’s dynamics will be instrumental as we seek to position Berthel Fisher as a premier destination for top-tier talent in financial services.”

Before taking on this significant role, Meehan excelled as Vice President of Business Development at Arete Wealth and spent years as a financial advisor. His career path has included positions at prestigious firms such as Merrill Lynch, Raymond James, and TD Ameritrade. Throughout his career, Meehan has implemented strategies that have notably increased advisor headcounts and drastically improved revenue streams, showcasing his expertise in business development and recruitment processes.

Holding numerous licenses including Series 7, 9, 10, 24, 63, and 65, Meehan’s qualifications complement his academic background, having earned a Bachelor of Arts in Philosophy from the State University of New York at Buffalo. His diverse skill set positions him strategically to foster a culture within Berthel Fisher that prioritizes integrity, strong relationships, and family-oriented values, key elements that are essential for growing a successful financial advisory environment.

With Berthel Fisher poised to mark its four-decade milestone, the company plans to not only celebrate with long-time partners but also engage new recruits interested in thriving within a culture that emphasizes support and innovation in the wealth management sector.

“I am excited to join Berthel Fisher, where I can utilize my extensive business development experience,” stated Meehan. He looks forward to promoting a platform that empowers financial advisors to reinvest in their business while collaborating to innovate new products and services tailored to the evolving needs of clients.

This strategic hire underscores a commitment to excellence and growth within the industry as Berthel Fisher Companies continue to establish their presence as a leader in financial services. As they approach their 40th anniversary, the focus remains on setting new standards for success and nurturing talent that thrives in an environment defined by integrity and collaboration.

For more information about the Berthel Fisher Companies and their comprehensive services ranging from financial services to investment advising, visit their official website.

Media Contact:
Michael Dugan
Haven Tower Group LLC
Phone: 424-317-4851
Email: [email protected]