Wealth management firms are progressively shifting to a fee-only planning model with the goal of providing comprehensive, holistic guidance. First Element Insurance Planners (FEIP) was created to serve as a strategic partner to fee-only firms to make it comfortable and easy to address risk management in a process-driven, proactive manner. The insurance and estate planning experts at FEIP understand financial planning and the need to put solutions ahead of product. The firm’s sole focus is providing proactive, objective advice as it relates to clients’ risk management needs. Securities offered through Simplicity Investments, Inc., Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, 303-797–9080
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First Element Insurance Planners Questions
The First Element Insurance Planners annual revenue was $3 million in 2026.
Dan Sullivan is the Managing Director of First Element Insurance Planners.
7 people are employed at First Element Insurance Planners.
First Element Insurance Planners is based in St. Louis, Missouri.
The NAICS codes for First Element Insurance Planners are [524, 52, 524210, 52421, 5242].
The SIC codes for First Element Insurance Planners are [64, 641].
Top First Element Insurance Planners Employees
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Dan Sullivan
Managing Director at First Element Insurance Planners
St. Louis, MO, US35+ -
23 -
Brian Flynn
Risk Management Consultant at First Element Insurance Planners
Florida, United States25 -
21
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Logan Cuilla
Operations Associate at First Element Insurance Planners
Lancaster, SC, US11 -
Anna Baker
Administrative Assistant at First Element Insurance Planners
Mooresville, NC, US11
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