Dan Grimm, CLU®, CFP®, WMCP® in

Dan Grimm, CLU®, CFP®, WMCP®

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Wealth Management Advisor | Estate + Succession Planning at GSG Wealth Management
📍 Evansville, Indiana, United States

Dan is a founding partner and Wealth Management Advisor at GSG Wealth Management, with over 35 years of experience. A graduate of Purdue University, he holds CLU®, CFP®, and WMCP® designations. His team was recently recognized by Forbes as a Best-In-State Wealth Management Team for 2025, focusing on multigenerational financial longevity.

Outside of work, Dan is married to Ellen with five children and several grandchildren. He is deeply involved in his community as a founding church elder and a board member for local non-profits. His hobbies include playing golf and tennis with his family and raising American Saddlebred horses.

Unique fact: Dan raises and shows American Saddlebred horses.

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Experience
39 Years
Current Role
Wealth Management Advisor | Estate + Succession Planning
Location
Evansville, Indiana, United States
Personality Overview

How Dan shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Dan cares about

Multigenerational Wealth
His firm is a multigenerational team, including his son, and focuses on building lasting financial plans for families.
Retirement Distribution
He recently presented to the Louisville Bar Association and the Kentucky Society of CPAs on strategies for income distribution in retirement.
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Career

Work history

7-1987
Wealth Management Advisor | Estate + Succession Planning
GSG Wealth Management
In the press

Media appearances

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Education
1984 - 1989
Bachelor of Science - BS
Purdue University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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