Kevin Sullivan
Kevin Sullivan is a CFP-designated registered investment advisor at Sullivan & Associates, based in Colorado Springs, CO, with 32 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $500 to $2,000, depending on the complexity of the work.
- Hourly consulting — $100 to $400 per hour, depending on the nature and complexity of the work.
Location
1229 Lake Plaza Drive, Suite B, Colorado Springs, CO, 80906
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin owns rental real estate and is an officer (Treasurer) and Finance/Investment Committee Member for Memorial Hospital Foundation. He is also the named executor of an estate, spending minimal time on this role.
Employment History
Current Registrations
Sullivan & Associates
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Sullivan & Associates
Raymond James Financial Services
State Registrations43 states
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