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Bret W Sullivan

Country Capital Management Co.

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About Bret W Sullivan

Bret W Sullivan is a financial advisor with Country Capital Management Co., a firm that is active in the broker-dealer space. Bret has been in the industry since February 2013 and is registered in both Illinois and Wisconsin. Bret holds the Series 6, Series 63 and SIE licenses. Bret's primary office is located in Madison, WI.

Firm Information

Bret Sullivan is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Bret Sullivan’s Registration & Firm History

WI

02/04/2013 - Present

Country Capital Management Co. (Madison WI)

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Licenses & Designations

BC

Issued 03/06/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bret W Sullivan.
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