AeroLeads people directory · profile
Dan Loughlin, Cfp® Email & Phone Number
Managing Director
at
Heald Financial Services
1 work email found
@stratoswealthpartners.com
1 phone found area 401
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director
Location
Greater Philadelphia, United States
Company size
Who is Dan Loughlin, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Loughlin, Cfp® is listed as Managing Director at Heald Financial Services, a with 3 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at stratoswealthpartners.com, phone signal with area code 401, and a matched LinkedIn profile for Dan Loughlin, Cfp®.
Dan Loughlin, Cfp® previously worked as Wealth Advisor & Founding Partner at Stratos Private Wealth and Financial Advisor at Stratos Wealth Partners. Dan Loughlin, Cfp® holds Bachelor Of Science (B.S.), Finance, General from Fairfield University.
Company email context
Email format at Heald Financial Services
This section adds company-level context without repeating Dan Loughlin, Cfp®'s masked contact details.
*@stratoswealthpartners.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dan Loughlin, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Dan Loughlin, Cfp®
https://stratosprivatewealth.com/
Listed skills include Securities, Mutual Funds, Investments, Series 63, and 4 others.
Current workplace
Dan Loughlin, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Heald Financial Services
Employees
3
AeroLeads page
8 roles
Dan Loughlin, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor & Founding Partner
Current
Apr 2024 - Present
Managing Director
Current
Sep 2018 - Present
Financial Advisor
CurrentSecurities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Heald Financial Advisors are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: NJ
Sep 2018 - Present
Sales Director
Havener Capital Partners LLC provides outsourced sales and marketing for high quality investment managers interested in the wealth management / RIA channel. The firm has specialty expertise with breakaway firms and institutional managers launching mutual funds for the first time.
Sep 2016 - Sep 2018
Regional Director
Jul 2011 - Sep 2016
Senior Accountant
Apr 2009 - Jun 2011
Apr 2008 - Apr 2009
1 education record
Dan Loughlin, Cfp® education
-
Fairfield University
FAQ
Frequently asked questions about Dan Loughlin, Cfp®
Quick answers generated from the profile data available on this page.
What company does Dan Loughlin, Cfp® work for?
Dan Loughlin, Cfp® works for Heald Financial Services.
What is Dan Loughlin, Cfp®'s role at Heald Financial Services?
Dan Loughlin, Cfp® is listed as Managing Director at Heald Financial Services.
What is Dan Loughlin, Cfp®'s email address?
AeroLeads has found 1 work email signal at @stratoswealthpartners.com for Dan Loughlin, Cfp® at Heald Financial Services.
What is Dan Loughlin, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 401 for Dan Loughlin, Cfp® at Heald Financial Services.
Where is Dan Loughlin, Cfp® based?
Dan Loughlin, Cfp® is based in Greater Philadelphia, United States while working with Heald Financial Services.
What companies has Dan Loughlin, Cfp® worked for?
Dan Loughlin, Cfp® has worked for Heald Financial Services, Stratos Private Wealth, Stratos Wealth Partners, Havener Capital Partners Llc, and Wbi Investments.
How can I contact Dan Loughlin, Cfp®?
You can use AeroLeads to view verified contact signals for Dan Loughlin, Cfp® at Heald Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Dan Loughlin, Cfp® attend?
Dan Loughlin, Cfp® holds Bachelor Of Science (B.S.), Finance, General from Fairfield University.
What skills is Dan Loughlin, Cfp® known for?
Dan Loughlin, Cfp® is listed with skills including Securities, Mutual Funds, Investments, Series 63, Series 6, Sales, Series 7, and Finra.
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