Associates

Daniel Lindblad Headshot

Daniel Lindblad CLU® Financial Adviser

Managing Partner, LFG

Phone: (623) 583-5940
Mobile: (602) 370-2362
Fax: (623) 583-5938
E-mail: dlindblad@eaglestrategies.com

Daniel Lindblad CLU®- received his designation from the American College, of Bryn Mawr, Pennsylvania, as a CLU® (Chartered Life Underwriter).

Dan was born in Arizona and has practiced as an agent with New York Life Insurance Company since 1987 in the Phoenix area.

Dan is currently licensed in five states FINRA licenses include (California license #OB35938), CA, IL, WA, AZ, CO, series 6, 63, 65 as an Investment Advisory Representative through Eagle Strategies LLC a Registered Investment Adviser.

Daniel married Sharon in 1981. They have two children.

In 1990 Lindblad Financial Group was formed. In 1993 became a Registered Representative through his Broker/Dealer NYLIFE Securities LLC providing Mutual Funds and Investments. He obtained his FINRA series 65 in 2001 and started working as a Financial Adviser with Eagle Strategies.

Although Dan’s practice is diverse, his emphasis is on application of Life Insurance, Employee Benefits, Wealth Accumulation and Risk Management.

Roni Carlson

Administrative Assistant

Phone: (623) 583-5940
Fax: (623) 583-5938
Rcarlson02@eaglestrategies.com

Disclosure

Daniel Lindblad 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 AR (AR Insurance License #1905336), AZ, CA (CA Insurance License #0B35938), CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Daniel Lindblad is licensed and authorized to offer insurance in California and Arkansas, but LINDBLAD FINANCIAL GROUP may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Daniel Lindblad 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, 10225 W Thunderbird Blvd Ste B, Sun City, AZ, 85351, 623-583-5940. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, IA, ID, MD, MN, NM, NV, OK, OR, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Lindblad 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 AZ, CA, CO, IA, ID, MD, MN, NM, NV, OK, OR, PA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

LINDBLAD FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither LINDBLAD FINANCIAL GROUP 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.​

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