Patrick SullivanCRD Number: 1136406
Current Firm: Rehmann Financial
Patrick Sullivan (CRD# 1136406) is an Investment Advisor Representative working at Rehmann Financial in Fort Wayne, IN and has over 34 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Royal Alliance Associates||Fort Wayne, IN||Oct 2010 - Current||7|
|Hylant Group||Toledo, OH||Apr 2001 - Current||16|
|Nrp Advisors, Inc.||Bryan, OH||Mar 2008 - Oct 2010||2|
|Nrp Financial, Inc.||Bryan, OH||Jul 2007 - Oct 2010||3|
|Nrp Financial, Inc.||Bryan, OH||Jul 2007 - Oct 2008||1|
|Sii Investments, Inc.||Fort Wayne, IN||Oct 1998 - Jul 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management3,709MILLIONS
Total Number of Accounts5,028ACCOUNTS
Average Account Value$737,743
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NM, NY, OH, PA, SC, SD, TN, TX, VA, WA, WI