Shawn Sullivan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Wayne, IN, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6714 Pointe Inverness Way, Suite 230, Fort Wayne, IN, 46804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn has ownership stakes in Optare Financial Partners LLC and McSullivan Practice LLC, dedicating about a quarter of his time and nearly full-time hours respectively. He also serves as co-trustee for Optare Financial Partners, LLC 401k, spending a few hours per week on this.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations45 states
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