Tyler Sullivan
Tyler Sullivan is a registered investment advisor at Creativeone Securities, LLC, based in Bristow, OK, with 19 years of industry experience. Tyler is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B 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 | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
104 W 9th Ave, Bristow, OK, 74010
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Regulatory History (1)
Customer Dispute
August 2013Other Business Activities
Tyler works full-time as a financial advisor for DS Drelich & Associates. He is also an investor in Knights Bridge Properties, Koin Games, and Midtowner, and a partner in Sully & Sully LLC, spending minimal time on the latter.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
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.