Ryan Sullivan (CRD# 7635801) is an Investment Advisor Representative working at Off The Beaten Path Financial in Wilsall, MT and has 1 year of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Off The Beaten Path Financial LLC | Bozeman, MT | Aug 2022 - Current | 1 |
| Williams Plumbing (formerly Harvey's Plumbing & Heating) | Bozeman, MT | May 2018 - Current | 6 |
| Cta Architects & Engineers (now Cushing Terrell) | Bozeman, MT | May 2013 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- MT
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$52,918
- 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
MT
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