Timothy
Sullivan

Ausdal Financial Partners, Inc

CRD#1143061
Investment Advisor
in Geneva, IL

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About this Advisor

Timothy Sullivan is a financial advisor based in Geneva, Illinois, working with Ausdal Financial Partners, Inc. Timothy has previously held positions at Massmutual, Mml Investors Services, and Ausdal Financial Partners. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Timothy is part of Ausdal Financial Partners, Inc, which operates out of Geneva, Illinois. The firm has 86 offices and 317 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Ausdal Financial Partners, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

Geneva, IL

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Ausdal Financial Partners, Inc Brokerage Details

Total Assets Under Management

$1,533,931,190

IL Average: $9,259,360,772
Total Number of Employees

317

IL Average: 166
Total Number of Accounts

8,079

IL Average: 7,189
Average Account Size

$189,866

IL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Timothy Sullivan Work History

2015 - Present (9 years)

Ausdal Financial Partners

2003 - 2015 (12 years)

Massmutual

2003 - 2015 (12 years)

Mml Investors Services

Disclosures

Please visit the SEC profile of Timothy Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ausdal Financial Partners, Inc

Sarah Werner
Downers Grove, IL
Tyler Anderson
Downers Grove, IL
Kevin Leet
Louisville, KY
Nathan Schaefer
Huron, OH
Max Birkinbine
Saint Paul, MN
Kasey Reed
Orland Park, IL
Amy Marker
Downers Grove, IL
Ryan Dau
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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