A complete list of active advisors currently associated with Sullivan Dunn Wealth Management
Warmer can help you find a great advisor at Sullivan Dunn Wealth Management or one who fits your needs even better.
The firm provides ongoing portfolio management, pension and employee benefit plan consulting (including 401(k) plan guidance), and fee-based financial planning to individuals and retirement plans. It manages approximately $9.79 million in discretionary assets across a small client base of seven relationships. The firm documents client objectives in an Investment Policy Statement and employs fundamental analysis, modern portfolio theory, and quantitative methods to construct portfolios, generally using long-term trading and options strategies. It advises across a broad set of investment types—mutual funds, ETFs, fixed income, REITs, annuities, and occasionally private placements or venture investments—and seeks fair allocation of limited investment opportunities among clients. Noteworthy for a practice of its size, the firm’s supervised persons are licensed insurance agents and may recommend insurance products, including annuities, for which they can receive outside compensation; the firm discloses and records these potential conflicts. The firm operates as a single-advisor practice offering both pension consulting and complex strategies (options and illiquid investments), recommends the Altruist custodian, collects fees in advance, and maintains limited custody arrangements via standing letters of authorization.
To learn more about the advisors currently working at Sullivan Dunn Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Okemos, MI
| 11
|
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