The Sullivan Group

The Sullivan Group (CRD# 150705) is a financial advisory firm headquartered in Roseville, CA. They manage $55,092,774 in 589 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    589
    ACCOUNTS
  • Average Account Value
    $93,536
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

Financial Advisors at The Sullivan Group
Showing 1 - 4 of 4 top financial advisors.
1
Allison M. Peterson
CRD#: 5471806
30011 Ivy Glenn Drive, Suite 120, Laguna Niguel, CA 92677
93
Wealthminder
score

Allison Peterson (CRD# 5471806) is an Investment Advisor Representative working at The Sullivan Group in Laguna Niguel, CA and has over 5 years of experience in the finance industry.

2
Carl J. Engel
CRD#: 6389497
564 North Sunrise Avenue, Roseville, CA 95661
88
Wealthminder
score

Carl Engel (CRD# 6389497) is an Investment Advisor Representative working at The Sullivan Group in Roseville, CA and has 1 year of experience in the finance industry.

3
Sean A. Lehmann
CRD#: 2407155
32392 Coast Hwy, Ste 260, Laguna Beach, CA 92651
64
Wealthminder
score
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.
4
Kurt J. Halverstadt
CRD#: 1829540
564 North Sunrise Avenue, Roseville, CA 95661
59
Wealthminder
score

Kurt Halverstadt (CRD# 1829540) is an Investment Advisor Representative working at The Sullivan Group in Roseville, CA and has over 24 years of experience in the finance industry.

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