Isaac Sullivan
Isaac Sullivan is a registered investment advisor at Cetera Investment Advisers LLC, based in Ellensburg, WA, with 11 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Ellensburg, WA
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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
Isaac owns Isullivanfinancial.com, Isaac Sullivan Financial, and KC Wildcats Youth Basketball Club, LLC. He also sells fixed insurance products, including life, disability, annuities, and long-term care, and is the president of Kittitas County Youth Basketball Club.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations22 states
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