Bryan Sullivan
Bryan Sullivan is a CFP-designated registered investment advisor at Cohesion Wealth Management, LLC, based in Broomfield, CO, with 19 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 395 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual advisory fee is 1.75%. Fees may vary based on account size, complexity, and portfolio activity, and are negotiable in certain circumstances. For clients utilizing third-party money managers, the combined maximum annual fee is 2.50%.
Fee Estimator
Location
380 Interlocken Crescent, Suite 260, Broomfield, CO, 80021
Get directionsHistory
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
Bryan is involved with The Asset Exchange, focusing on marketing and discussing trust structures, dedicating a few hours per week. He also serves as an Office Manager at Epiqwest Financial Corporation, supervising agents selling various insurance products and occasionally acting as a producer himself.
Employment History
Current Registrations
Cohesion Wealth Management, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Centaurus Financial, INC.Broker
Epiqwest Investment Corporation
Mcl Financial Group, INC.Broker
Epiqwest Financial Coporation
Neidiger, Tucker, Bruner, INC.Broker
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.
Exams
More Advisors
- Courtney Bloom, CFPStrategic Advisers LLC
- Susan Haupt, CFPStrategic Advisers LLC
- William Hudson, ChFCEdward Jones
- Reid Johnson, CFP, ChFCCetera Investment Advisers LLC
- Daniel Caycedo, ChFCCayden Wealth Management
- Tom Nelson, CFPTom C. Nelson, PHD, Cfp(r) Personal Financial Consultant