Heather
Sullivan
Midwest Financial Group LLC
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About this Advisor
Heather Sullivan is a financial advisor based in Overland Park, Kansas, working with Midwest Financial Group LLC. Heather has previously held positions at Vsr Financial Services, Inc, Midwest Financial Partners, Vsr Advisory Services, and Midwest Financial Group, LLC. Heather has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Heather is part of Midwest Financial Group LLC, which operates out of Overland Park, Kansas. The firm has 1 office and 7 employees. The firm manages assets totaling $433.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Midwest Financial Group LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Midwest Financial Group LLC Brokerage Details
$433,723,517
7
2,315
$187,354
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Heather Sullivan Work History
Midwest Financial Group, LLC
Vsr Advisory Services
Vsr Financial Services, Inc
Midwest Financial Partners
Disclosures
Please visit the SEC profile of Heather 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 Midwest Financial Group LLC
Overland Park, KS
Topeka, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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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