Sebastian Sullivan (CRD# 7679955) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Duluth, MN and has 1 year of experience in the finance industry.
CRD# 5369842
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 820126
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 720773
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Professional Planners, Ltd. | Duluth, MN | Apr 2023 - Current | 1 |
| Midwest Professional Planners, Ltd. | Duluth, MN | Jan 2023 - Current | 1 |
| Duluth Entertainment Convention Center | Duluth, MN | Jun 2017 - Current | 6 |
| University Of Minnesota Duluth | Duluth, MN | Aug 2019 - Dec 2022 | 3 |
| Student | Duluth, MN | Sep 2012 - Jun 2019 | 6 |
| Duluth Entertainment Convention Center | Duluth, MN | Oct 2017 - Jun 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- MN
-
Total Assets Under Management432MILLIONS
-
Total Number of Accounts2,223ACCOUNTS
-
Average Account Value$194,248
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IL, MN, TX, WI
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