Joel Sullivan, financial advisor Wisconsin Rapids WI

Joel Sullivan

CRD Number: 1949049
Current Firm: Sullivan Investment Management LLC

Joel Sullivan (CRD# 1949049) is an Investment Advisor Representative working at Sullivan Investment Management LLC in Wisconsin Rapids, WI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Sullivan Investment Managementllc Wisconsin Rapids, WI Oct 2017 - Current 4
Buena Vista Investment Management Wisconsin Rapids, WI Apr 2003 - Sep 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Oct 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joel E. Sullivan
Phone Number: 7154220701
Firm Website: http://sullivanmgt.com
Registered State(s):
  • FL
  • MI
  • WI
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $619,205
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MI, WI

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