Sullivan Investment Management LLC

Sullivan Investment Management LLC (CRD# 289217) is a financial advisory firm headquartered in Wisconsin Rapids, WI. They manage $84,200,000 in 151 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $557,616
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
The map below shows states where this firm has explicit registration only.

FL, MI, WI

Financial Advisors at Sullivan Investment Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
John L. Moffat
CRD#: 3135347
320 W Grand Ave, Ste 303b, Wisconsin Rapids, WI 54495

John Moffat (CRD# 3135347) is an Investment Advisor Representative working at Sullivan Investment Management LLC in Wisconsin Rapids, WI and has over 25 years of experience in the finance industry.

2
Joel E. Sullivan
CRD#: 1949049
320 W Grand Ave, Ste 303b, Wisconsin Rapids, WI 54495

Joel Sullivan (CRD# 1949049) is an Investment Advisor Representative working at Sullivan Investment Management LLC in Wisconsin Rapids, WI and has over 30 years of experience in the finance industry.

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