Dan McKelvey

Dan McKelvey

Financial Advisor

Dan McKelvey                                                                  Financial Advisor


Professional Experience
After graduating college with a degree in Finance, Dan started his career in the consumer finance industry.  He soon discovered that lending wasn’t for him.  Instead, he found an opportunity to realize his career goal of entering the investment field.  In early 1992, he moved to Grafton, WI and established the Investment Center of Grafton.  (At that time it was located in the Grafton State Bank.) 

In 2001, he moved the Investment Center of Grafton to its current location at 1019 Cedar Street in Grafton.   

Dan continues to enjoy helping his clients achieve financial independence, and strives to educate them about their investments and the choices they have.  “Doing what is in the best interest of my clients is always in my best interest.”

Registrations and Licenses

General Securities Principal
Securities registered in: WI, MN, ND, IL, FL, MI, TN, CO
Fee based planning registered in: WI, MN, ND, IL, FL, MI, TN
Insurance licenses held in: WI, ND, MN, MI

Community Involvement
Grafton Lions Club (since 1992) - Active member and Past President
Grafton Area Chamber of Commerce - Past Board Member and Past President
Grafton Little League - Past Board Member and Coach
Grafton School District – School Board Member from 2008 to 2017

  • Awarded Grafton Chamber of Commerce Business Person of the Year (2010)
  • Melvin Jones Fellow Award recipient with Grafton Lions Club (2015)
  • Wisconsin Lions Birch-Sturm Fellowship Award recipient with Grafton Lions Club (2018)

Personal Profile
Dan lives and works in the Grafton community with his wife, Sharon and their four children: Matthew, Michael, Alexandra and Leah.  He is an active member of St. Joseph Parish in Grafton and in his spare time he enjoys golfing, hunting and time at the lake.
 

Phone 262-376-2220
Fax 262-376-2261