Dan Mullaney
Login to view DISC.Dan Mullaney is a Financial Advisor with Capital Planners, where he helps clients achieve financial balance. He leverages a disciplined, mission-oriented mindset from his prior service as a Marine Corps NCO to create clear, well-designed strategies. He attended Ohio University and holds Series 6, Life, and Health licenses.
His military background informs his commitment to service and community. Dan is active in supporting fellow veterans and participates in local charity events for military support organizations. This dedication to others is a cornerstone of both his professional and personal life.
Before entering finance, Dan served as a Non-Commissioned Officer (NCO) in the United States Marine Corps.
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Dan has no verified education history
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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