Please complete the CAPTCHA to continue
@channelfinancial.com
✓
1 phone found area 952
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Dan Stewart is listed as Retirement Plan Consultant that helps companies and individuals pursue better financial outcomes. at SageView Advisory Group, a company with 125 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at channelfinancial.com, phone signal with area code 952, and a matched LinkedIn profile for Dan Stewart.
Dan Stewart previously worked as Managing Director at Sageview Advisory Group and Partner at Channel Financial (Now Sageview Advisory Group). Dan Stewart holds B.A. from Winona State University.
This section adds company-level context without repeating Dan Stewart's masked contact details.
AeroLeads found 1 current-domain work email signal for Dan Stewart. Compare company email patterns before reaching out.
As a Managing Director I specialize in helping companies and individuals pursue better financial outcomes. My focus is working with the retirement plan clients and their participants. I have worked in the financial services industry since 2000 and with retirement plan clients since 2002.Retirement Plan Services• Retirement Plan Benchmarking & Fee Analysis• Plan Design Assistance• Investment Policy Statement Review• Investment Monitoring and Benchmarking• Plan Committee Education Services• Plan Search Support and Vendor AnalysisSpecialized Education• Bachelor of Arts, Winona State University• Accredited Investment Fiduciary®• Chartered Retirement Plans Specialist℠• Certified Behavioral Finance Analyst• Series 7 & 63 registrations and Insurance Licenses
Listed skills include Retirement Planning, Retirement, 401K, Investments, and 6 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
7500 Olson Memorial Hwy, Ste. 225 Golden Valley, MN 55427
SageView Advisory Group is an SEC-Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, and provides comprehensive wealth management services to individuals and families. SageView is.
Other employees you can reach at sageviewadvisory.com. View company contacts for 125 employees →
David Shnapek
Colleague at Sageview Advisory Group
Redwood City, California, United States, United States
View →
MG
Matt Gulseth
Colleague at Sageview Advisory Group
Greater Minneapolis-St. Paul Area, United States
View →
MK
Maria Kamin, Cfp®
Colleague at Sageview Advisory Group
San Jose, California, United States, United States
View →
LB
Lucas Barton, Cfp®, Nqpa, Mpm
Colleague at Sageview Advisory Group
Colleyville, Texas, United States, United States
View →
JM
Jamie Mccrary
Colleague at Sageview Advisory Group
Newport Beach, California, United States, United States
View →
JE
Jack Evans, Aif®
Colleague at Sageview Advisory Group
Greater Phoenix Area, United States
View →
MI
Monica Ivins, Cfp®
Colleague at Sageview Advisory Group
Knoxville, Tennessee, United States, United States
View →
DC
Debbie Clark
Colleague at Sageview Advisory Group
Irvine, California, United States, United States
View →
BM
Brooke M.
Colleague at Sageview Advisory Group
Castaic, California, United States, United States
View →
AM
Alex Macisaac, Cfp®
Colleague at Sageview Advisory Group
Greater Boston, United States
View →
Quick answers generated from the profile data available on this page.
Dan Stewart works for SageView Advisory Group.
Dan Stewart is listed as Retirement Plan Consultant that helps companies and individuals pursue better financial outcomes. at SageView Advisory Group.
AeroLeads has found 1 work email signal at @channelfinancial.com for Dan Stewart at SageView Advisory Group.
AeroLeads has found 1 phone signal(s) with area code 952 for Dan Stewart at SageView Advisory Group.
Dan Stewart is based in Minneapolis, Minnesota, United States while working with SageView Advisory Group.
Dan Stewart has worked for Sageview Advisory Group, Channel Financial (Now Sageview Advisory Group), Channel Financial, Baker Tilly Virchow Krause, Llp, and Wystar Global Retirement Solutions.
Dan Stewart's colleagues at SageView Advisory Group include David Shnapek, Matt Gulseth, Maria Kamin, Cfp®, Lucas Barton, Cfp®, Nqpa, Mpm, and Jamie Mccrary.
You can use AeroLeads to view verified contact signals for Dan Stewart at SageView Advisory Group, including work email, phone, and LinkedIn data when available.
Dan Stewart holds B.A. from Winona State University.
Dan Stewart is listed with skills including Retirement Planning, Retirement, 401K, Investments, Series 7, Mutual Funds, Financial Advisory, and Financial Services.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Dan Stewart you were looking for.
