Dan Brunette, CFP®, RICP®, CLU, CHFC, CASL, MBA
Partner, Wealth Manager
Dan Brunette earned his Master of Business Administration from Northwestern University. He spent more than 27 years as a high-producing agent with Northwestern Mutual before founding Brunette & Associates, LLC (now Artistic Strategies). He has been helping individuals and families with insurance and financial planning needs for over 50 years. Dan is proud of the long-term client relationships he has built by taking the time to understand each client’s goals and helping them work toward their financial future.
Dan is securities registered and insurance licensed in multiple states nationwide. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds additional advanced designations, including Retirement Income Certified Professional® (RICP®), Certified Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Chartered Advisor for Senior Living® (CASL®).
His areas of specialization include retirement planning (401(k)s, SIMPLE IRAs, pension and profit-sharing plans), college savings strategies, business planning (including buy/sell agreements, key-person insurance, and deferred compensation programs), long-term care and disability insurance, estate and legacy planning, and retirement income projections.
Dan’s mission is to help people build confidence in their financial future through thoughtful, personalized planning.
“I want to make a difference in people’s lives and help them plan and prepare for their life goals.”
In his spare time, Dan enjoys hunting in the mountains of Montana, traveling with his wife, golfing, and spending time with his children and grandchildren.
