The Sullivan Group

The Sullivan Group (CRD# 150705) is a financial advisory firm headquartered in Roseville, CA. They manage $71,293,653 in 293 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
564 North Sunrise Avenue, Roseville, CA 95661
http://www.sullivangroupsocal.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $243,323
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
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 Halverstadt, financial advisor Roseville CA
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 32 years of experience in the finance industry.

2
Sean Lehmann, financial advisor Menifee CA
Sean A. Lehmann
CRD#: 2407155
29060 Waverly Drive, Menifee, CA 92586
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 Peterson, financial advisor Menifee CA
Allison M. Peterson
CRD#: 5471806
Menifee, CA

Allison Peterson (CRD# 5471806) is an Investment Advisor Representative working at The Sullivan Group in Menifee, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals