Dan Sullivan, CFP®

Dan is the Owner and Financial Advisor of Sullivan Financial Solutions, LLC. He currently holds his Certified Finanncial Planner designation and also holds annuity, health and life insurance licenses. 

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP® in the U.S.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
Insurance products are offered through the insurance business Sullivan Financial Solutions. Sullivan Financial Solutions is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Sullivan Financial Solutions are not subject to investment Advisor requirements. 02507858 - 07/24