Timothy
Sullivan
Strategic Wealth Advisors Group, Inc
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About this Advisor
Timothy Sullivan is a financial advisor based in Utica, Michigan, working with Strategic Wealth Advisors Group, Inc. Timothy has previously held positions at Strategic Wealth Advisors Group, Inc, Gradient Advisors, LLC, C.L.A, and Strategic Wealth Insurance Group, Inc. Timothy has passed the Series 65 regulatory exam and is registered to provide services in Arkansas, Illinois, Indiana, Michigan, Missouri, and Ohio. Currently, Timothy is part of Strategic Wealth Advisors Group, Inc, which operates out of Utica, Michigan. The firm has 1 office and 9 employees. The firm manages assets totaling $101.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Strategic Wealth Advisors Group, Inc includes hourly, fixed, and other fees.
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Strategic Wealth Advisors Group, Inc Brokerage Details
$101,136,229
9
718
$140,858
Investment Advisory Services
- Financial planning services
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Timothy Sullivan Work History
Strategic Wealth Advisors Group, Inc
Strategic Wealth Insurance Group, Inc
Strategic Wealth Advisors Group, Inc
Gradient Advisors, LLC
C.L.A
Disclosures
Please visit the SEC profile of Timothy Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Advisors Group, Inc
Utica, MI
Utica, MI
Nixa, MO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
