Sullivan Financial Strategies, LLC
Sullivan Financial Strategies, LLC (CRD# 164474) is a financial advisory firm headquartered in Broken Arrow, OK. They manage $1,060,095 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$151,442
- 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
- Pension consulting services
- Educational seminars/workshops
Shanda Sullivan (CRD# 5870095) is an Investment Advisor Representative working at Sullivan Financial Strategies, LLC in Broken Arrow, OK and has over 7 years of experience in the finance industry.