CoverProfile

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

More profiles to browse

Profile Photo
Patrick J. Sullivan
Partner, Wealth Strategist
Profile Photo
Todd Arens
Founder, President, Chief Investment Officer and CEO
JG
Jerod Gustafson
Managing Director, Investments

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BM
Ba Minuzzi
Founder & CEO
Umana
JB
Joy Bunzel
Client Services
Sierra Investment Management