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Daniel R. Sullivan

Wealth Strategist

HighMark Wealth Management

United States, Minnesota, St. Paul

About Me

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.

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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