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Dan Stewart Email & Phone Number

Retirement Plan Consultant that helps companies and individuals pursue better financial outcomes. at SageView Advisory Group

Location: Minneapolis, Minnesota, United States 6 work roles 1 school

1 work email found @channelfinancial.com 1 phone found area 952 LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

SageView Advisory Group

Role

Retirement Plan Consultant that helps companies and individuals pursue better financial outcomes.

Location

Minneapolis, Minnesota, United States

Company size

125 employees

Who is Dan Stewart? Overview

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Quick answer

Dan Stewart is listed as Retirement Plan Consultant that helps companies and individuals pursue better financial outcomes. at SageView Advisory Group, a 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.

Company email context

Email format at SageView Advisory Group

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{first_initial}{last}@channelfinancial.com

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AeroLeads found 1 current-domain work email signal for Dan Stewart. Compare company email patterns before reaching out.

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Profile bio

About Dan Stewart

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.

Current workplace

Dan Stewart's current company

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

Sageview Advisory Group

Retirement Plan Consultant that helps companies and individuals pursue better financial outcomes.

irvine, california, united states

Website

sageviewadvisory.com

Employees

125

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Company profile

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6 roles · 27 years

Dan Stewart work experience

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

Managing Director

Current

Sageview Advisory Group

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 headquartered in Newport Beach, California, and has more than 30 offices nationwide. SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place. Securities offered through Cetera Advisors Networks LLC, member FINRA/SIPC. Advisory services offered through SageView Advisory Group, LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Jan 2022 - Present

Partner

Channel Financial (Now Sageview Advisory Group)

Jan 2020 - Dec 2021

Director

Channel Financial

Golden Valley, Mn

Jul 2007 - Jan 2020

Retirement Plan Advisor

Baker Tilly Virchow Krause, Llp

Bloomington, Mn

2004 - 2007 ~3 yrs

Manager

Wystar Global Retirement Solutions

2002 - 2004 ~2 yrs

Financial Advisor

Lincoln Financial Advisors

2000 - 2002 ~2 yrs

Team & coworkers

Colleagues at SageView Advisory Group

Other employees you can reach at sageviewadvisory.com. View company contacts for 125 employees →

MS

Marsha Satterwhite Colleague at Sageview Advisory GroupRichmond, Virginia, United States View → PR

Patrick Raynor, Cfa Colleague at Sageview Advisory GroupOmaha, Nebraska, United States View → AT

Alison Treece Colleague at Sageview Advisory GroupDetroit Metropolitan Area, United States View → ME

Maressa Etzig Colleague at Sageview Advisory GroupWest Palm Beach, Florida, United States View → AN

Andrew Ness Colleague at Sageview Advisory GroupGlen Allen, Virginia, United States View → LS

Louise Short Colleague at Sageview Advisory GroupTulsa, Oklahoma, United States View → CP

Christina Pao Colleague at Sageview Advisory GroupUnited States View → MN

Marie Norkett Cfp® Colleague at Sageview Advisory GroupSyracuse, New York, United States View → JE

Jack Evans, Aif® Colleague at Sageview Advisory GroupGreater Phoenix Area, United States View → KB

Ken Barnes, Cfp®, Cima® Colleague at Sageview Advisory GroupGreater Richmond Region, United States View →

1 education record

Dan Stewart education

Winona State University

B.A.

FAQ

Frequently asked questions about Dan Stewart

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

What company does Dan Stewart work for?

Dan Stewart works for SageView Advisory Group.

What is Dan Stewart's role at SageView Advisory Group?

Dan Stewart is listed as Retirement Plan Consultant that helps companies and individuals pursue better financial outcomes. at SageView Advisory Group.

What is Dan Stewart's email address?

AeroLeads has found 1 work email signal at @channelfinancial.com for Dan Stewart at SageView Advisory Group.

What is Dan Stewart's phone number?

AeroLeads has found 1 phone signal(s) with area code 952 for Dan Stewart at SageView Advisory Group.

Where is Dan Stewart based?

Dan Stewart is based in Minneapolis, Minnesota, United States while working with SageView Advisory Group.

What companies has Dan Stewart worked for?

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.

Who are Dan Stewart's colleagues at SageView Advisory Group?

Dan Stewart's colleagues at SageView Advisory Group include Marsha Satterwhite, Patrick Raynor, Cfa, Alison Treece, Maressa Etzig, and Andrew Ness.

How can I contact Dan Stewart?

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.

What schools did Dan Stewart attend?

Dan Stewart holds B.A. from Winona State University.

What skills is Dan Stewart known for?

Dan Stewart is listed with skills including Retirement Planning, Retirement, 401K, Investments, Series 7, Mutual Funds, Financial Advisory, and Financial Services.

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