Shanda Sullivan, financial advisor Broken Arrow OK

Shanda Sullivan

CRD Number: 5870095
Current Firm: Aspen Wealth Planners LLC

Shanda Sullivan (CRD# 5870095) is an Investment Advisor Representative working at Aspen Wealth Planners LLC in Broken Arrow, OK and has over 13 years of experience in the finance industry. Shanda 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.

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Professional Designations
Company Name Location Dates Years
Aspen Wealth Planners, LLC Broken Arrow, OK Feb 2012 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Shanda K. Sullivan
Phone Number: (918) 814-7074
Registered State(s):
  • CA
  • CO
Current Firm Details
Aspen Wealth Planners LLC
Firm's CRD Number: 118324
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $210,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO

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