Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Sullivan is a financial advisor at Rehmann Wealth, a firm with over 27 investment advisor representatives and over 3 billion dollars in assets under management. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry since 2002. Ryan has a strong track record of providing investment advisory services, financial planning, and retirement plan consulting services to clients.
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.
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.
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.
Servicing fees from custodians
1
2
MI
10/13/2022 - Present
Rehmann Wealth (TRAVERSE CITY MI)
MI
02/26/2010 - 12/31/2017
ROYAL ALLIANCE ASSOCIATES, INC. (TRAVERSE CITY MI)
MI
10/01/2007 - 02/26/2010
TRIAD ADVISORS, INC. (TRAVERSE CITY MI)
MI
02/04/2004 - 10/02/2007
MUTUAL SERVICE CORPORATION (TRAVERSE CITY MI)
MI
03/27/2002 - 10/31/2003
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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