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Sebastian S

Series 65

Duluth, MN

Midwest Professional Planners, Ltd.

Sebastian Sullivan is a financial advisor at Midwest Professional Planners, Ltd. in Duluth, MN, holding a Series 65 designation with three years of industry experience. Prior to his current role, he worked at the University of Minnesota Duluth and has been involved with the Duluth Entertainment Convention Center as an Ice Maintenance Lead since 2018. Midwest Professional Planners serves individuals, businesses, retirement plans, charities, and other entities with a comprehensive range of financial planning, portfolio management, and specialized services. The firm employs quantitative methods and a mix of individual securities and low-cost ETFs, managing approximately $649 million in assets across about 710 client relationships.

Early retirement planning Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Options & derivatives strategies Founder/Business Owner Executive Retired Self-Employed Mid-Career Professionals Divorced
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