Down to Earth
First Call for Help
Daniel Lotts has always held a position dedicated to serving others. After spending seven years as a Staff Sergeant in the Air National Guard, he decided to shift career paths and is now a Financial Advisor for Anchor Bank Apple Valley. Daniel chose Anchor because he identified with our commitment to serving others and values the relationships we’ve built with our community.
In his role, Daniel helps customers understand their finances on a deeper level so they can continue to make smart decisions and have their money work harder for them. He also collaborates with customers to design a retirement plan that is obtainable and meets their goals. Thrilled to work face-to-face with customers on a daily basis, Daniel looks out for their best interests and builds close, long-lasting bonds.
Daniel is a member of the Prior Lake chapter of Business Networking International (BNI) and volunteers with Feed My Starving Children. He has his Series 7, Series 66 and insurance producer licenses. In the Air National Guard, Daniel was a firefighter and received extensive certification in emergency services.
Daniel enjoys spending time with his wife and their two beautiful children outdoors on hikes or bicycling. During the summer, they visit his extended family in Wisconsin where they hunt, fish and spend time at the lake.
Aspiration: Take my son to a football game at Lambeau Field in Green Bay and travel to Europe with my entire family.
Education: AAS Degree in Fire Science from the Community College of the Air Force (CCAF).
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC, Insurance products offered through LPL Financial or its licensed affiliates. Anchor Bank and Anchor Investments® are not registered broker/dealers and are not affiliated with LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Minnesota, Wisconsin, Alaska, Arizona, California, Colorado, Florida, Iowa, Kansas, Kentucky, Michigan, Missouri, Nevada, New Mexico, North Carolina, North Dakota, Ohio, South Carolina, South Dakota, Texas, Utah, Vermont.