Michael Osullivan, financial advisor Frankfort IL
93 score

Michael Osullivan

CRD Number: 3179805
Current Firm: Prudential Financial Planning Services

Michael Osullivan (CRD# 3179805) is an Investment Advisor Representative working at Prudential Financial Planning Services in Frankfort, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities LLC Frankfort, IL Oct 2013 - Current 4
The Prudential Insurance Company Of America Frankfort, IL Oct 2013 - Current 4
Allstate Insurance Company Crestwood, IL May 2010 - Jul 2013 3
Securian Financial Services, Inc. St Paul, MN Jan 2006 - May 2010 4
Gcg Financial, Inc. Oak Brook, IL Sep 2005 - May 2010 4
Minnesota Life Ins St Paul, MN Sep 2005 - May 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Michael J. Osullivan
Phone Number: 800-235-7637
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,161
    MILLIONS
  • Total Number of Accounts
    41,530
    ACCOUNTS
  • Average Account Value
    $124,275
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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