Dan is committed to helping clients achieve their goals through comprehensive financial planning. He enjoys building relationships and takes pride in his attention to detail. Dan is a graduate of the University of St. Thomas, Opus College of Business and earned his certificate in Financial Planning from Boston University. Dan is a Certified Financial Planner [CFP] and Accredited Investment Fiduciary [AIF]. Outside the office Dan enjoys golfing, watching sports, and spending time with friends and family. Dan currently lives in the historic Lowertown neighborhood in Saint Paul.
Daniel R. Sullivan
Wealth Strategist
HighMark Wealth Management
United States, Minnesota, St. Paul
About Me
Profile Information
Wealth Strategist
HighMark Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
St. Paul
Minnesota
United States
Aug 13, 2024
More profiles to browse
Patrick J. Sullivan
Partner, Wealth Strategist
JG
Jerod Gustafson
Managing Director, Investments
Todd Arens
Founder, President, Chief Investment Officer and CEO
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University