DAN KULLMAN – Accredited Investment Fiduciary®, Behavioral Economics Architect
Dan Kullman, AIF®, is a Behavioral Economics Architect at Toews Corporation who also acts as a Regional Vice President serving financial advisors in the Central US. Mr. Kullman has over 20 years industry experience, beginning in 1992 as a traditional stockbroker for Lehman Brothers, moving to marketing and sales for a portfolio management RIA in the late 90’s, and most recently having worked as Regional Vice President for FTJ FundChoice, a TAMP for independent financial advisors, from 2004 to 2014. This diverse industry experience has allowed Dan to cultivate the skills and knowledge necessary to assist financial advisors with developing sound investment strategies for their clients and growing their business.
Mr. Kullman received a BBA in Finance from The University of Houston and lives in Houston, TX.