Broker Check

Daniel Grimshaw

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  • 5350 Orchard St. W, Suite 200
    University Place, WA 98467
  • Phone: (253) 473-0656
  • [email protected]

Daniel Grimshaw

Investment Advisor Representative of Lincoln Investment

Dan has been helping people plan for a sound and secure financial future since 1985. His professional objective is to assist his clients in identifying and attaining the financial goals through conscientious planning and diversified* investing.

Dan is an Investment Advisor Representative with Lincoln Investment. In addition, he is a Registered Principal (FINRA Series 24), General Securities Representative (FINRA Series 7) with Lincoln Investment, and holds both life and disability insurance licenses.

Over the years, Dan has gained widespread recognition for his extensive knowledge and in the field of tax-sheltered accounts and retirement planning and has been frequently invited to speak on these subjects at conferences and seminars.

He is a graduate of Western Washington University, where he received a Bachelors Degree in Education. Dan worked for 12 years as a teacher and coach in the Clover Park School District. Dan and his wife Carolyn make their home in Lakewood.