Joseph Sullivan (CRD# 2829640) is an Investment Advisor Representative working at Portfolio Medics, LLC in Bonita Springs, FL and has 1 year of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 1433847
Ace Wealth Management LLC
CRD# 2223418
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics | Bonita Springs, FL | Oct 2023 - Current | < 1 |
| Bedrock Financial Services | Mchenry, IL | Mar 2023 - Current | 1 |
| Sagepoint Financial, Inc. | Hoffman Estates, IL | Oct 2022 - Aug 2023 | < 1 |
| Sa Stone Wealth Managemt | Janesville, WI | Oct 2021 - Sep 2022 | < 1 |
| Wilsave Financial | Mount Prospect, IL | Mar 2021 - Aug 2021 | < 1 |
| American Enterprise Investment Services Inc. | Minneapolis, MN | Feb 2019 - Mar 2021 | 2 |
| Ameriprise Financial Services Inc. | Minneapolis, MN | Nov 2010 - Feb 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Feb 2023 |
- IL
- MN
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Total Assets Under Management500MILLIONS
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Total Number of Accounts2,499ACCOUNTS
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Average Account Value$199,924
- 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)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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