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
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