Peter Sullivan
Peter Sullivan is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Helena, MT, with 28 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
111 N Last Chance Gulch, Ste 3-C, Helena, MT, 59601
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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
Peter sells fixed insurance products with various companies since 1997, dedicating a few hours per week. He also sells life settlements through Welcome Funds, Inc. &/or Ashar Group since 2024, and is part owner of Sullivan Financial Group, Inc., a DBA for insurance and investments.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations33 states
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