Sullivan Investment Management LLC
Sullivan Investment Management LLC (CRD# 289217) is a financial advisory firm headquartered in Wisconsin Rapids, WI. They manage $102,300,000 in 151 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Sullivan Investment Management LLC
By the Numbers
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Total Assets Under Management102MILLION
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Total Number of Accounts151ACCOUNTS
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Average Account Value$677,483
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MI, WI
Financial Advisors at Sullivan Investment Management LLC
1
John Moffat (CRD# 3135347) is an Investment Advisor Representative working at Sullivan Investment Management LLC in Wisconsin Rapids, WI and has over 25 years of experience in the finance industry.
2
Joel Sullivan (CRD# 1949049) is an Investment Advisor Representative working at Sullivan Investment Management LLC in Wisconsin Rapids, WI and has over 30 years of experience in the finance industry.
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