Michael Sullivan, financial advisor Downers Grove IL

Michael Sullivan

CRD Number: 4001254
Current Firm: Wealth Management Group, LLC

Michael Sullivan (CRD# 4001254) is an Investment Advisor Representative working at Wealth Management Group, LLC in Downers Grove, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Management Group, L.l.c Inverness, IL May 2022 - Current 1
Lpl Financial LLC Inverness, IL May 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Michael E. Sullivan
By the Numbers
  • Total Assets Under Management
    660
    MILLIONS
  • Total Number of Accounts
    3,016
    ACCOUNTS
  • Average Account Value
    $218,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, IN, MI, MN, MO, NH, NJ, NY, OH, PA, SC, TN, TX, WI

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