Kristin Sullivan
Kristin Sullivan is a CFP-designated registered investment advisor at Sullivan Financial Planning, LLC, based in Englewood, CO, with 25 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SFP does not provide investment management services to individuals or families. As of 2019, SFP is no longer providing discretionary portfolio management services.
Location
Englewood, CO
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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 ActivitiesSells Insurance
Kristin holds a life and health insurance license since 1998, which she utilizes in her financial planning business. This activity requires minimal time beyond her financial planning duties.
Employment History
Current Registrations
Sullivan Financial Planning, LLC
Previous Registrations
Strategies Capital Management
Strategies Investment Management, LLC
Pacific West Financial Consultant INC
Strategic Advisers, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.