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Michael S
CFP®, Series 63, Series 65
Delaware, OH
Silver Oak Securities, Incorporated
Michael Sullivan is a CFP® professional with 27 years of industry experience. He is currently with Silver Oak Securities, Incorporated and has previously worked at Securities America Advisors, Inc. and Securities America, Inc. since 2002. Outside of his advisory role, he serves as an insurance agent and president of Wealth Coach Financial Services, where he places occasional term policies and fixed annuities. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.
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