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Meet Dan

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Daniel Minchk

Financial Advisor

Dan is an Agent with New York Life Insurance Company and a Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. He works with individuals, business owners and medical professionals to protect and preserve assets. He specializes in working with clients on the topics of retirement planning, asset protection and personal insurance.

Dan was born and raised in the midwest graduating Summa Cum Laude from Iowa State University. With a passion for helping others, he excelled in a career of wildland firefighting as a Hotshot. After a decade of protecting homes from ravaging wildfires, he became a licensed financial professional, to continue to protect clients' financial wellbeing from the uncertainties of the future.

When not in the office helping clients, he enjoys the outdoors with his family and friends fishing, hiking and camping.

Align Your Wealth With The Life You Want. 

Start your holistic plan today.  
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10260 SW Greenburg Road, Suite 1150 
Portland, Oregon 97223 

Office: 503-913-7664 

Text: 971-290-1550 

kpreble@ft.newyorklife.com

Disclosure

Kristoffer Preble is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0H56392), CO, FL, HI, ID, IL, IN, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kristoffer Preble is licensed and authorized to offer insurance in California, but Cornerstone Wealth Strategies, LLC may not be. For additional information on California licensure status, please click here.

Kristoffer Preble is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10260 Sw Greenburg Rd Ste 1150, Portland, OR, 97223, 503-913-7664. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Kristoffer Preble is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, FL, HI, ID, IL, LA, MA, MT, NV, OK, OR, TN, TX, UT, VA, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Cornerstone Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Cornerstone Wealth Strategies, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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