Highmark Wealth Management LLC

Patrick Sullivan is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with HighMark Wealth Management LLC since 2012 and also has experience with Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as president of a commercial real estate company. HighMark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach using mutual funds, ETFs, individual equities, and separate account managers, and provides services on a wrap-fee basis with access to independent managers.

Todd Arens is a financial advisor at HighMark Wealth Management LLC in St. Paul, MN, with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. since 2012. Outside of his advisory role, he serves as president of GCJNAPJ, LLC, a commercial real estate company. HighMark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting. The firm employs a multi-strategy investment approach using mutual funds, ETFs, equities, and separate account managers, and provides services on a wrap-fee basis or through stand-alone planning engagements.

Daniel Sullivan is a CFP® with seven years of industry experience, currently serving as an advisor at Highmark Wealth Management LLC since 2016. Prior to joining Highmark, he worked briefly at Merrill Lynch and the Arquette Agency in 2016. He also has experience at the University of St. Thomas from 2014 to 2018. HighMark Wealth Management serves individual and high-net-worth clients, providing both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across mutual funds, ETFs, equities, and separate account managers, offering wrap-fee and stand-alone planning services.

Jerod Gustafson is a financial advisor at Highmark Wealth Management LLC in St. Paul, MN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Highmark Wealth Management and Purshe Kaplan Sterling Investments since 2014. Highmark Wealth Management serves individual and high-net-worth clients as well as retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies across mutual funds, ETFs, equities, and separate account managers, combining internal due diligence with third-party research.