Nicholas SullivanCRD Number: 6151347
Current Firm: All Star Financial Inc.
Nicholas Sullivan (CRD# 6151347) is an Investment Advisor Representative working at All Star Financial Inc. in Minneapolis, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|All Star Financial||Minneapolis, MN||Dec 2015 - Current||1|
|Vanguard Advisers Inc.||Malvern, PA||Aug 2014 - Nov 2015||1|
|The Vanguard Marketing Corporation||Malvern, PA||Jan 2013 - Nov 2015||2|
|Unemployed||Philadelphia, PA||Jun 2012 - Jan 2013||< 1|
|Siemens Healthcare||Malvern, PA||Jan 2012 - Jun 2012||< 1|
|Siemens Healthcare||Hoffman Estates, IL||Jul 2011 - Jan 2012||< 1|
|Student Book Store||State College, PA||Jan 2011 - Jun 2011||< 1|
|Penn State University||University Park, PA||Jan 2010 - Dec 2010||< 1|
|Johnson & Johnson||Fort Washington, PA||Jun 2009 - Jan 2010||< 1|
|Penn State University||University Park, PA||Sep 2006 - Jun 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management1,505MILLIONS
Total Number of Accounts1,126ACCOUNTS
Average Account Value$1,336,533
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MN, ND, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.