CS
CS

Craig Steven Sullivan

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
1,380 clients
Average Client Portfolio
$308K average
Assets Under Management
$425.0M

Fee Structure

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Location

1330 N. White Chapel Blvd, Suite 200, Southlake, TX, 76092

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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

Craig is an insurance agent selling fixed insurance, annuities, and fixed indexed annuities through International Wealth Management DBA Sullivan Financial Partners, dedicating about half of his time to this activity. He is also the president of HCS Management, managing his household, which takes minimal time.

Employment History
Current Registrations
Triad Wealth Partners, LLC
October 2025 - Present · 4 mos
Coppell Advisory Solutions LLC
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Visionary Wealth Management, LLC
April 2021 - August 2021 · 4 mos
Investment Advisors CORP
November 2016 - November 2017 · 1 yr
Sullivan Financial Partners
June 2008 - December 2016 · 8 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Craig Steven Sullivan - Financial Advisor | TrueAdvisor