Dan Stewart
Managing Director, Partner
Dan serves as a Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 25 years of experience in the financial services industry, Dan offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Dan was an owner of an independent investment advisory firm.
Dan received his Bachelor of Arts degree from Winona State University.
Dan and his wife have two children. In his spare time, Dan enjoys traveling, fishing, skiing and following his children’s sporting events.
Articles by Dan Stewart
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