Dan Heidelberger,  Cfp®
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Dan Heidelberger, Cfp® Email & Phone Number

Financial Advisor at Sovran Advisors, LLC at Sovran Advisors, LLC
Location: Costa Mesa, California, United States 1 work role
1 work email found @thrivent.com 2 phones found area 612 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email d****@thrivent.com
Direct phone (612) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sovran Advisors, LLC
Role
Financial Advisor at Sovran Advisors, LLC
Location
Costa Mesa, California, United States

Who is Dan Heidelberger, Cfp®? Overview

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Quick answer

Dan Heidelberger, Cfp® is listed as Financial Advisor at Sovran Advisors, LLC at Sovran Advisors, LLC, based in Costa Mesa, California, United States. AeroLeads shows a work email signal at thrivent.com, phone signal with area code 612, and a matched LinkedIn profile for Dan Heidelberger, Cfp®.

Dan Heidelberger, Cfp® previously worked as Financial Advisor at Sovran Advisors, Llc.

Company email context

Email format at Sovran Advisors, LLC

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*@thrivent.com
68% confidence

AeroLeads found 1 current-domain work email signal for Dan Heidelberger, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Dan Heidelberger, Cfp®

Dan Heidelberger, Cfp® is a Financial Advisor at Sovran Advisors, LLC at Sovran Advisors, LLC. He possess expertise in retirement planning, investment strategies, asset allocation, tax advantaged investment strategies, retirement accumulation strategies and 2 more skills.

Listed skills include Retirement Planning, Investment Strategies, Asset Allocation, Tax Advantaged Investment Strategies, and 3 others.

Current workplace

Dan Heidelberger, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Sovran Advisors, LLC
Sovran Advisors, Llc
Financial Advisor at Sovran Advisors, LLC
1 role

Dan Heidelberger, Cfp® work experience

A career timeline built from the work history available for this profile.

  • Sovran Advisors, Llc
    Financial Advisor
    Sovran Advisors, Llc
    Feb 2024 - Present
FAQ

Frequently asked questions about Dan Heidelberger, Cfp®

Quick answers generated from the profile data available on this page.

What company does Dan Heidelberger, Cfp® work for?

Dan Heidelberger, Cfp® works for Sovran Advisors, LLC.

What is Dan Heidelberger, Cfp®'s role at Sovran Advisors, LLC?

Dan Heidelberger, Cfp® is listed as Financial Advisor at Sovran Advisors, LLC at Sovran Advisors, LLC.

What is Dan Heidelberger, Cfp®'s email address?

AeroLeads has found 1 work email signal at @thrivent.com for Dan Heidelberger, Cfp® at Sovran Advisors, LLC.

What is Dan Heidelberger, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 612 for Dan Heidelberger, Cfp® at Sovran Advisors, LLC.

Where is Dan Heidelberger, Cfp® based?

Dan Heidelberger, Cfp® is based in Costa Mesa, California, United States while working with Sovran Advisors, LLC.

What companies has Dan Heidelberger, Cfp® worked for?

Dan Heidelberger, Cfp® has worked for Sovran Advisors, Llc.

How can I contact Dan Heidelberger, Cfp®?

You can use AeroLeads to view verified contact signals for Dan Heidelberger, Cfp® at Sovran Advisors, LLC, including work email, phone, and LinkedIn data when available.

What skills is Dan Heidelberger, Cfp® known for?

Dan Heidelberger, Cfp® is listed with skills including Retirement Planning, Investment Strategies, Asset Allocation, Tax Advantaged Investment Strategies, Retirement Accumulation Strategies, Retirement Distribution Strategies, and Retirement Income.

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