Dan Kambeitz, CFP®

Client Advisor

dan-kambeitz

Dan Kambeitz joined Meristem as an Intern in June 2013 and was hired as an Associate in the Client Advisory Group in December 2013. In January of 2022, Dan was promoted to Client Advisor. Dan has developed a keen understanding of the dynamics of managing multi-generational wealth and working with multiple family members. He credits his work across the firm from intern to advisor in building a strong foundation of understanding. Today, Dan advises clients nationally for Meristem but also takes a specific focus on advising Meristem families in Arizona.

Dan has a desire to understand the “why”, so after taking his first investments class in college, it was clear that the investment world would be a good career choice given its complex and dynamic nature. This curiosity paired with his ability to genuinely connect with people allows Dan to understand clients’ goals and deliver on them. Dan’s appreciation for comprehensive financial planning led him to obtain his Certified Financial Planner(CFP®) designation in July of 2019.

When he isn’t working, you will find Dan on a golf course or spending time with his wife Lacey and their dog Teddy at the cabin.

EDUCATION

University of St. Thomas
BA, Finance (2013)

WORK EXPERIENCE

Meristem

Client Advisor, 2022
Senior Associate, 2019
Associate, 2013 – 2018
Intern, 2013