MS
MS
Michael Sullivan
11 Years of Experience
Okemos, MI
1 DisclosureSells Insurance
Michael Sullivan is a registered investment advisor at Sullivan Dunn Wealth Management, based in Okemos, MI, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4660 Marsh Road, Okemos, MI, 48864
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
September 2024Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent and a trustee for, and beneficiary of, a family trust.
Employment History
Current Registrations
Sullivan Dunn Wealth Management
January 2025 - Present · 1 yr 4 mos
Previous Registrations
LPL Financial LLC
May 2023 - October 2024 · 1 yr 5 mos
LPL Financial LLCBroker
May 2023 - October 2024 · 1 yr 5 mos
Spc
July 2018 - May 2023 · 4 yrs 10 mos
Sigma Financial CorporationBroker
July 2018 - May 2023 · 4 yrs 10 mos
Cetera Advisors LLC
June 2016 - July 2018 · 2 yrs 1 mo
Cetera Advisors LLCBroker
May 2016 - July 2018 · 2 yrs 2 mos
Nylife Securities LLCBroker
February 2014 - May 2016 · 2 yrs 3 mos
State Registrations1 state
MI
Advisor
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.