Unclaimed
Michael Sullivan is a financial advisor with over 20 years of experience in the industry. Michael is registered with both GHP Investment Advisors Inc. and Israel Investment Advisors, LLC and is a Certified Financial Planner. Michael is also a Series 65 and Series 63 licensed professional. Michael specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including high-net-worth individuals, businesses, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
CO
01/22/2021 - Present
GHP Investment Advisors Inc. (DENVER CO)
CO
03/03/2006 - 04/29/2008
COMPASS BROKERAGE, INC. (ENGLEWOOD CO)
MN
01/21/2005 - 11/04/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MO
11/07/2001 - 01/02/2004
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
IA
Issued 05/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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