Dan Stewart

Senior Consultant

Dan Stewart is an accredited investment fiduciary, chartered retirement plan specialist and senior consultant. He primarily focuses on working with clients to maintain a successful qualified plan and educates employees in those plans. He has seven years of experience in the financial services industry. Prior to his current role, he spent three years as a retirement plan advisor with a large regional accounting firm, two years as a manager with a national retirement plan services provider and two years as a financial advisor with Lincoln Financial Advisors/Sagemark Consulting, a national individual financial-planning firm. He is also series 7, 63 registered with LPL Financial and insurance licensed.

Contact Dan Stewart

dstewart@channel-financial.com
763-231-7540

Services

From the beginning, our vision has been to create the premier retirement plan consulting firm – one that understands and supports the unique needs of plan sponsors and the select group of advisors serving them Learn More >

Resources

As your trusted retirement plan consulting firm, we invite you to use the following resources and reports to compare client plans, view investment links, and use financial calculators. Learn More >

Schedule a Consultation

We welcome the opportunity to meet with you to discuss your financial needs. (763) 231-7535 Minneapolis (206) 905-8100 Seattle (503) 236-7200 Portland (925) 258-0079 San Fransisco jmcdonald@channel-financial.com