RS
CFP
RS
CFP

Ryan Sullivan

23 Years of Experience
Traverse City, MI
BrokerSells Insurance

Ryan Sullivan is a CFP-designated registered investment advisor, based in Traverse City, MI, with 23 years of industry experience.

Location

107 S. Cass St, Suite A, Traverse City, MI, 49684

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ryan works as a financial advisor for Rehmann Financial and is a statutory agent for Rehmann Insurance Group, providing fixed insurance solutions. He also serves as a registered representative for Rehmann Financial Network LLC and is a board member for the National Writers Series, a non-profit organization.

Employment History
Current Registrations
Rehmann Financial Network, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Rehmann Wealth
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
February 2010 - December 2017 · 7 yrs 10 mos
Triad Advisors, INC.Broker
October 2007 - February 2010 · 2 yrs 4 mos
Mutual Service CorporationBroker
February 2004 - October 2007 · 3 yrs 8 mos
Hantz Financial Services, INC.Broker
March 2002 - October 2003 · 1 yr 7 mos
State Registrations7 states
COFLINLAMINHOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Ryan Sullivan - Financial Advisor | TrueAdvisor