Ryan Sullivan
Ryan Sullivan is a CFP, ChFC-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Kennewick, WA, with 21 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
7139 W Deschutes Ave Ste 101, Kennewick, WA, 99336
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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
Ryan is an independent insurance broker since 2011, selling various life insurance products. Ryan also owns Sullivan & Blodgett, Inc., manages Ameriprise business, co-owns PCP Real Estate Holdings LLC, and is a board member of Sullivan, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Pacific Crest Planning, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
State Farm Vp Management CORP.Broker
Banc of America Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations25 states
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.