Dan Brunette, CFP®, RICP®, CLU, ChFC, CASL in

Dan Brunette, CFP®, RICP®, CLU, ChFC, CASL

Balancer · DISC type S
Wealth Advisor | Partner at Artistic Strategies
📍 Indianapolis, Indiana, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
50 Years
Current Role
Wealth Advisor | Partner
Location
Indianapolis, Indiana, United States
Personality Overview

How Dan shows up

Process-Oriented
Slow To Decisions
Empathetic

They like following the process even if it takes time to reach any conclusion. They are courteous and respectful but practical. They are comfortable taking long term decisions.

Priorities

Topics Dan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-1975
Wealth Advisor | Partner
Artistic Strategies
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Management Degree
Northwestern University
Education details unavailable
DePauw University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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