Dana P. Basballe, CFP®

Dana P. Basballe, CFP®

Financial Advisor

Dana P. Basballe's career in financial services began shortly after he earned his Bachelor's Degree in Finance with a minor in Economics from St. Cloud State University in May 1995.  He began working with PrimeVest Financial Services that next week and continued through most of the next year. 

In the later part of 1996 he became a Sales Assistant for several brokers at the Edina office of Dain Bosworth.  In June of 1997 the position of Investment Officer at Peoples State Bank in Plainview became available and he worked with the bank through June of 2002. 

In July of 2002 he became self-employed as an independent financial advisor (although to this day he still rents space from Peoples State Bank in their Plainview branch).  In addition, in January of 2008 Dana received the Certified Financial Planning designation, what many consider to be the "gold standard" in financial planning.

Dana has served our community in many other ways as well:

  • Served in the Minnesota Army National Guard as a Combat Medic from 1989 to 1998, achieving the rank of Sergeant,
  • Assistant Coach to the PEM Elementary wrestling program from 1997 through 2007,
  • Finance Committee member for the Girl Scout Council of River Trails from 1998 through 2007,
  • Officer of the Rochester Chamber of Commerce Toastmaster Too! Club, 1998 through the present,
  • Member of Peace United Church of Christ in Rochester, Minnesota.

 Dana's ambition is to assist clients in defining and achieving true wealth in their lives through:

  • Time with children, grandchildren, family and friends,
  • Ability to donate time, talents and funds to charity,
  • Achieving and maintaining good health,
  • Ability to travel and explore the world,
  • Peace of mind and financial stability.

 For where your treasure is, there your heart will be also.  Matthew 6:21

Phone 507-534-3198
Fax 507-534-0157