Daniel R Sullivan

Employer firm

Highmark Wealth Management LLC CRD 164790

$612M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 10/2016
  Merrill Lynch
  Wayzara, MN
• 12/2016 → Present
  Highmark Wealth Management
  St. Paul, MN
• 09/2014 → 05/2018
  University Of St. Thomas
  St. Paul, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-01

Designations

• Certified Financial Planner