Timothy SullivanCRD Number: 5618089
Current Firm: Strategic Wealth Advisors Group, Inc.
Timothy Sullivan (CRD# 5618089) is an Investment Advisor Representative working at Strategic Wealth Advisors Group, Inc. in Shelby Township, MI and has over 9 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Strategic Wealth Advisors Group, Inc.||Shelby Township, MI||Jan 2017 - Current||1|
|Strategic Wealth Insurance Group, Inc.||Shelby Township, MI||Aug 2016 - Current||1|
|Strategic Wealth Advisors Group, Inc.||Shelby Township, MI||May 2014 - Current||3|
|Gradient Advisors, LLC||Arden Hills, MN||Oct 2014 - Dec 2016||2|
|C.l.a.||Frisco, TX||Jun 2014 - Aug 2014||< 1|
|United Advisors Corporation||Sarasota, FL||May 2013 - May 2014||1|
|Alliance America Corporation||Sarasota, FL||Apr 2013 - May 2014||1|
|M&o Marketing||Southfield, MI||Apr 2012 - Apr 2013||1|
|United Advisors Corporation||Sarasota, FL||Nov 2008 - May 2012||3|
|United Financial Sytems Corporation||Indianapolis, IN||Sep 2005 - Apr 2012||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL, IN, MI, MO, OH, PA
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