Dan Porter

Dan Porter

Managing Partner

515-257-8802 - Office
515-991-9995 - Cell
515-257-8799 - Fax

Daniel Porter is a managing and founding partner of Two Oaks Wealth. He has 30 years of experience as a financial advisor, working closely with his clients to provide wealth counseling for all stages of life.

Since Daniel Porter was a child, mowing lawns for five dollars an hour, he’s been fascinated by the economy, from the basics of making money and the worth of an hour, to the various ways people interact financially and the importance of those interactions. He knew early in his life that the financial world was something that he wanted to be a part of.

In 1990, Dan graduated Iowa State University with a degree in Finance and began his career with American Express Financial Advisors and IDS Financial Services (now Ameriprise), he reflects fondly on the experience and the knowledge he gained in those first three years. The next step in Dan’s career took him to Diversified Financial Group (DFG) as an independent financial advisor, where he acquired his CFP® certification. This allows him to provide clients more in-depth financial planning services.

After twenty-three years with DFG building his relationships and practice, in 2016, it was again time for a change. Dan and his business partner, Michael Compiano, founded Legacy Capital Partners, with the goal of independent advice while focusing on the client's entire financial picture. Teaming up with Commonwealth Financial Network as their broker/dealer provided Legacy Capital Partners and clients the features, technology and products to help best meet their goals and objectives. Dan works with clients in all stages of life, but specializes in business owners, and doctors. Dan also serves on the board of West Des Moines School Foundation.

Dan and his wife, Laura, have been married for over 25 years and have three children: Reagan, Emerson, and Sam. Aside from attending various school functions, they enjoy traveling as a family. They reached their goal to visit all 50 states in eight years.