Bryan Sullivan (CRD# 5243267) is an Investment Advisor Representative working at Epiqwest Culver Wealth Advisors LLC in Broomfield, CO and has over 16 years of experience in the finance industry. Bryan Sullivan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epiqwest Culver Wealth Advisors LLC | Broomfield, CO | Jun 2020 - Current | 3 |
| Asset Exchange | Broomfield, CO | Oct 2016 - Current | 7 |
| Epiqwest Financial | Erie, CO | Oct 2006 - Current | 17 |
| Epiqwest Investment Corporation | Lafayette, CO | Jan 2008 - Dec 2020 | 12 |
| American Portfolios Financial Service, Inc. | Lafayette, CO | May 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2007 |
- CO
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Total Assets Under Management217MILLIONS
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Total Number of Accounts565ACCOUNTS
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Average Account Value$384,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, IN, LA, MN, NE, NH, NV, TX, WY
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