Dan Stewart

DIRECTOR OF CLIENT SERVICES

At Channel Financial, Dan is the Director of Client Services and he specializes in helping companies and individuals pursue better financial outcomes. Dan’s primary role is leading Channel Financial’s client service team. In this position, he enjoys being able to instill financial confidence in people. He started in 2000, the year iTunes was released, soon before the iPod was introduced. Dan was recognized in 2015 NAPA Young Guns  in the list of Top 50 Advisors Under 40.*

Dan has lived in Minnesota his entire life having grown up in Faribault, attending college in Winona, and now living in Carver with his wife, two children and black lab. He enjoy many outdoor activities including camping during all four seasons, hunting, golf and traveling around the country, particularly to the western mountain states.

Phone: 763-231-7540

Email: dstewart@channelfinancial.com

 

Education & Training

  • Bachelor of Arts, Winona State University
  • Chartered Retirement Plans Specialist℠
  • Certified Behavioral Finance Analyst
  • Accredited Investment Fiduciary® (AIF®)
  • CHSA®
  • Series 7 & 63 registrations with Triad Advisors and Insurance Licenses
  • NAPA Young Guns Top 50 Advisors Under 40 (2015)*

Areas of Expertise

  • Retirement Education
  • Client Communication and Relationships
  • Behavioral Finance
  • Retirement Plan Clients
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