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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sullivan is a financial advisor with over 30 years of experience in the industry. Brian is registered with Kovitz Investment Group Partners, LLC and has held previous registrations with UBS Financial Services Inc., Citigroup Global Markets Inc., and Lehman Brothers Inc. Brian offers a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Brian has a strong track record of success in helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CO
01/08/2025 - Present
Kovitz Investment Group Partners, LLC (FORT COLLINS CO)
CO
10/19/2007 - 01/29/2014
UBS FINANCIAL SERVICES INC. (FORT COLLINS CO)
CO
07/31/1993 - 10/29/2007
CITIGROUP GLOBAL MARKETS INC. (FORT COLLINS CO)
NY
06/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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