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Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl Email & Phone Number

Wealth Advisor | Partner at Artistic Strategies
Location: Indianapolis, Indiana, United States 2 work roles 2 schools
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Current company
Role
Wealth Advisor | Partner
Location
Indianapolis, Indiana, United States

Who is Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl? Overview

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Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl is listed as Wealth Advisor | Partner at Artistic Strategies, based in Indianapolis, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl.

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl previously worked as Wealth Advisor | Partner at Brunette & Associates Llc. Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl holds Master Of Management Degree, Finance And Accounting from Northwestern University.

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Email format at Artistic Strategies

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Artistic Strategies

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About Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl

Dan Brunette graduated with a Master of Business Administration from Northwestern University and was a top-ranked agent with Northwestern Mutual for over twenty-seven years before founding Brunette & Associates, LLC. He has been assisting people with their insurance and financial planning needs for close to forty years. It is a point of great pride with Dan that he has built long-standing relationships by working with clients to truly understand their goals and needs and helping them work towards their future.Dan is securities and insurance licensed in multiple states nationwide. He is a CERTIFIED FINANCIAL PLANNER™ and also holds Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®) designations. An individual who has earned the CFP® mark of distinction has met the education, examination, experience, and ethics standards established by the Certified Financial Planners Board of Standards.He is also a Life and Qualifying Member of Million Dollar Round Table (MDRT) and a Qualifying Member of “Top of the Table,” a group consisting of the top 300 life insurance underwriters in the world. The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.Dan’s areas of specialization include 401(k)s, Simple IRAs, pension and profit sharing plans, college savings, business planning (to include Buy/Sell agreements, key-person insurance, and deferred compensation programs), long-term and disability insurance, estate and end-of-life planning, and retirement projections.CA Insurance Lic # OB57600500 E Ohio St, Suite 200 Indianapolis, IN 46204Registered Representative offering securities through Cetera Advisors LLC, a Registered Broker/Dealer, doing insurance business in CA as CFGA Insurance Agency, LLC - Insurance License #0I32305. Member FINRA/SIPC. Investment Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera firms are under separate ownership from any other named entity.

Current workplace

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl's current company

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Artistic Strategies
Artistic Strategies
Wealth Advisor | Partner
Indianapolis, IN, US
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2 roles

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl work experience

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Wealth Advisor | Partner

Indianapolis, Indiana

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2 education records

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl education

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Frequently asked questions about Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl

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What company does Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl work for?

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl works for Artistic Strategies.

What is Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl's role at Artistic Strategies?

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl is listed as Wealth Advisor | Partner at Artistic Strategies.

Where is Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl based?

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl is based in Indianapolis, Indiana, United States while working with Artistic Strategies.

What companies has Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl worked for?

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl has worked for Artistic Strategies and Brunette & Associates Llc.

How can I contact Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl?

You can use AeroLeads to view verified contact signals for Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl at Artistic Strategies, including work email, phone, and LinkedIn data when available.

What schools did Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl attend?

Dan Brunette, Cfp®, Ricp®, Clu, Chfc, Casl holds Master Of Management Degree, Finance And Accounting from Northwestern University.

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