Sullivan Financial Strategies, LLC

Sullivan Financial Strategies, LLC (CRD# 164474) is a financial advisory firm headquartered in Broken Arrow, OK. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sullivan Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
Shanda K. Sullivan
CRD#: 5870095
Broken Arrow, OK

Shanda Sullivan (CRD# 5870095) is an Investment Advisor Representative working at Sullivan Financial Strategies, LLC in Broken Arrow, OK and has over 5 years of experience in the finance industry.

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