Dan Charley

Dan Charley is the President of Alpine Brokerage Group, a nationally recognized firm specializing in helping financial advisors deliver top-tier protection solutions for individuals and businesses. With a focus on life insurance, annuities, and long-term care products, Dan has built Alpine Brokerage Group into a trusted partner for advisors seeking innovative strategies and dedicated support.

Distinguished in the financial services industry, Dan is a Life Qualifying Member of the Million Dollar Round Table (MDRT), an organization that honors the top one percent of financial advisors globally. MDRT membership symbolizes excellence and an unwavering commitment to clients, and Dan exemplifies this standard. Among his many accolades, he has earned the prestigious “Top of the Table” recognition for his exceptional performance, further solidifying his reputation as a leader in the industry.

Dan’s extensive professional credentials include a Series 7 and Series 66 license, along with Life and Health licenses in New Jersey, Pennsylvania, Florida, Maryland, and New York. These qualifications enable him to provide comprehensive support to the advisors working with Alpine Brokerage Group, helping them navigate the complexities of financial planning and protection products.

Outside of his professional accomplishments, Dan is a devoted family man. He enjoys spending time with his wife and two daughters, cherishing the balance between a thriving career and a meaningful personal life. An avid fisherman and self-proclaimed craft beer enthusiast, Dan finds relaxation and inspiration in the outdoors and the art of brewing.

Dan Charley also serves as a Registered Representative of Concorde Investment Services, LLC, a member of FINRA and SIPC. Concorde Investment Services is headquartered at 19500 Victor Parkway, Suite 550, Livonia, MI 48152. (248) 824-6710. While Alpine Brokerage Group and Concorde Investment Services, LLC operate independently, their shared commitment to excellence ensures advisors receive unparalleled service and resources.

Dan’s leadership, industry expertise, and passion for helping advisors succeed make him a respected figure in the financial services industry. Whether driving the success of Alpine Brokerage Group or sharing strategies to empower advisors, Dan Charley continues to set the standard for excellence in financial protection services.