Business Description
Our Mission: To provide the highest quality investment and planning services to a limited number of discerning individuals and companies. Our Comittment At Financial Network, we recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your Financial Advisor we will do everything in our power to keep you focused on where you want to go, advice on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle The Principals of our firm, VanOakes Financial, are also representatives of and operate the branch office of Financial Network located in Tyson’s Corner, Virginia. Financial Network is a full service securities, financial planning and investment advisory firm specializing in total asset management. Areas covered include, but are not limited to investment planning, estate planning, retirement, retirement planning, education planning, insurance planning and income tax planning.
General Information Gender:    Male CRD#:    2885074 Firm CRD#:    13572 Name of Broker/Dealer:    Financial Network Name of Custodial Firm:    Pershing, LLC States Licensed in:    VA, MD, DC, PA, NC, CT, FL, CA, OR, GA, CA, CO, MS, OH, WV Years of Experience in Financial Services:    13 Number of Years with Current Firm:    10 Work Experience:    Dan is a Certified Financial Planner? practitioner (CFP®) and and Accredited Investment Fiduciary, who works with both individuals and small business owners. For his individual clients, Dan focuses on investment management, providing a high level of service through frequent communication and performing ongoing reviews of client portfolios. He also advises on other financial planning needs and goals, such as education, insurance, retirement, and estate planning. His frequent contact with clients helps him make adaptations to client financial plans as financial goals and life circumstances change. Dan takes great pride in the level of trust which his business and individual clients place upon him, and which encourages the long-term relationships with his clients. Dan provides small business owners with retirement plan solutions and advises companies on how to meet their fiduciary responsibilities. Through group and individual employee meetings, Dan works with the company employees assisting them with their retirement planning needs. Active in the financial planning profession since 1996, Dan is a registered representative for the sale and purchase of stocks, bonds and mutual funds, and is a licensed insurance agent for life, disability, and long term care insurance. He is a Financial Consultant with Financial Network Investment Corporation (Financial Network). Dan is a member in good standing with the Financial Planning Association (FPA), National Capital Area chapter, and serves on their Board. In 2006, Dan was a speaker at the FPANCA. In April 2009 Dan was recognized in Northern Virginia Magazine. On June 20, Dan was quoted in the Washington Post in an article in their real estate section. Dan received his Bachelor of Science in Economics from George Mason University. A lifetime resident of Northern Virginia, Dan resides in Fairfax with his wife, Lorelei and their two children. I work with the following types of clients:    Individual Investors, Businesses
Education Academic Background   Bachelor of Science, Economics from George Mason University
Services Investment Types:    Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Insurance, Annuities, Stocks
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF) Securities Licenses:    Series 6, Series 7, Series 63, Series 65 Insurance and Annuity Licenses:    Disability, Variable Annuity, Long Term Care, Variable Life, Annuity, Life Financial Organization Memberships:    Financial Planning Association (FPA)
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes Firm's Number of Clients:    225 Firm's Number of Planning Clients:    200 Firm's Number of Managed Clients:    200 Assets Managed by Firm:    $250,000,000 Advisor's Number of Clients:    80 Advisor's Number of Managed Clients:    80 Advisor's Number of Planning Clients:    80 Assets Managed by Advisor:    $50,000,000
Compliance Registered Representative:    Yes Investment Advisor Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $250,000 Compensation Methods:    Based on Assets, Commissions, Hourly Fee % Based on Assets:    1.00 Hourly Rate:    $150 Minimum Fee Charged for Managed Accounts:    $2,500 Minimum Fee Charged for Hourly Planning Accounts:    $150
Prepared By:	Daniel Lash

Frequently Asked Questions

---