Mitchell Sullivan (CRD# 6823603) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warrenville, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Warrenville, IL | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Warrenville, IL | Mar 2018 - Jan 2024 | 5 |
| Despir Logistics | Lombard, IL | Dec 2017 - Feb 2018 | < 1 |
| Foresters Financial Services | Lombard, IL | Jul 2017 - Oct 2017 | < 1 |
| Lyft | Bartlett, IL | May 2017 - Jul 2017 | < 1 |
| University Of Illinois Campus Recreation | Champaign, IL | Aug 2015 - May 2017 | 1 |
| Jimmy Johns | Streamwood, IL | May 2015 - Aug 2015 | < 1 |
| University Of Illinois At Urbana-champaign | Champaign, IL | Aug 2014 - May 2015 | < 1 |
| Hoelterhoff's Nursery | Bartlett, IL | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- IL
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
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 derived from SEC.gov data covering 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.
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.