The Sullivan Group

The Sullivan Group (CRD# 150705) is a financial advisory firm headquartered in Roseville, CA. They manage $62,022,237 in 152 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $408,041
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CA, TX

Financial Advisors at The Sullivan Group
Showing 1 - 3 of 3 top financial advisors.
1
Kurt J. Halverstadt
CRD#: 1829540
564 North Sunrise Avenue, Roseville, CA 95661

Kurt Halverstadt (CRD# 1829540) is an Investment Advisor Representative working at The Sullivan Group in Roseville, CA and has over 28 years of experience in the finance industry.

2
Sean A. Lehmann
CRD#: 2407155
Laguna Niguel, CA 92677
Sean Lehmann (CRD# 2407155) is an Investment Advisor Representative working at The Sullivan Group in Laguna Niguel, CA and has over 22 years of experience in the finance industry.
3
Allison M. Peterson
CRD#: 5471806
32392 Coast Highway, Suite 260, Laguna Beach, CA 92651

Allison Peterson (CRD# 5471806) is an Investment Advisor Representative working at The Sullivan Group in Laguna Beach, CA and has over 9 years of experience in the finance industry.

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