Molly SullivanCRD Number: 6279807
Current Firm: Bgm Trunorth Wealth Partners, LLC
Molly Sullivan (CRD# 6279807) is an Investment Advisor Representative working at Bgm Trunorth Wealth Partners, LLC in Saint Paul, MN and has 1 year of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Bgm Trunorth Wealth Partners, LLC||Bloomington, MN||May 2013 - Current||4|
|Cahill Fin'l Advisors||Edina, MN||Jun 2007 - May 2013||5|
|University Of Wi||Madison, WI||Sep 2003 - Jun 2007||3|
Total Assets Under Management588MILLIONS
Total Number of Accounts1,410ACCOUNTS
Average Account Value$417,040
- 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, MN, OK, TX, WA, WI
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