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Joseph Patrick Sullivan

Creative Planning

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About Joseph Patrick Sullivan

Joseph Patrick Sullivan is an Investment Advisor Representative with Creative Planning, located in Lino Lakes, MN. Joseph is licensed in Minnesota. Joseph has been in the financial services industry since September 2006. Joseph holds the Series 65 license, a Uniform Investment Adviser Law Examination. Joseph has prior experience with Wells Fargo, Principal Financial Group, and BerganKDV Wealth Management, LLC. Joseph's firm, Creative Planning, has over 1,200 employees and has offices in several locations, including Overland Park, KS and Lino Lakes, MN. Creative Planning manages over $175 billion in assets.

Firm Information

Joseph Sullivan is currently registered with Creative Planning. Creative Planning is an Overland Park, KS-based firm that provides financial planning, pension consulting, and educational seminars. The firm manages over $175 billion in assets for individuals, businesses, and institutions, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Creative Planning also offers portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has over 879 investment adviser representatives and 1210 total investment advisory personnel.
Creative Planning

5454 W. 110TH STREET

OVERLAND PARK, KS 66211

$175.27B

Assets Under Management

6

Total Clients

832

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Sullivan’s Registration & Firm History

MN

04/11/2023 - Present

Creative Planning (Lino Lakes MN)

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Licenses & Designations

IA

Issued 04/11/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Patrick Sullivan.
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