Timothy
Sullivan

Strategic Wealth Advisors Group, Inc

CRD#5618089
Investment Advisor
in Utica, MI

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About this Advisor

Timothy Sullivan is a financial advisor based in Utica, Michigan, with 15 years of professional experience. Sullivan is currently employed by Strategic Wealth Advisors Group, Inc. The advisor has gained experience at United Financial Sytems Corporation, M&O Marketing, Alliance America Corporation, United Advisors Corporation, Strategic Wealth Advisors Group, Inc, Gradient Advisors, LLC, C.L.A and Strategic Wealth Insurance Group, Inc. Sullivan holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Arkansas, Illinois, Indiana, Michigan, Missouri and Ohio. Strategic Wealth Advisors Group, Inc is a registered investment company that has its headquarters in Utica, Michigan. The investment advisory business has offices in 27 locations and just three advisors. The advisory firm performs a diverse array of services, such as financial planning services, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the financial services provided. Fee types billed by Strategic Wealth Advisors Group, Inc most likely consist of any combination of hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years of Experience

15 years

Services Offered

Financial planning services, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

11111 Hall Road Suite 101
Utica, MI 48317

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Strategic Wealth Advisors Group, Inc Brokerage Details

Total Number of Employees

3

MI Average: 21

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Investment Advisory Services

  • Financial planning services
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Timothy Sullivan Work History

Timothy has 15 years of experience.

2017 - Present (4 years)

Strategic Wealth Advisors Group, Inc

2016 - Present (5 years)

Strategic Wealth Insurance Group, Inc

2014 - Present (7 years)

Strategic Wealth Advisors Group, Inc

2014 - 2016 (2 years)

Gradient Advisors, LLC

2014 - 2014 (< 1 year)

C.L.A

2013 - 2014 (1 year)

Alliance America Corporation

2013 - 2014 (1 year)

United Advisors Corporation

2012 - 2013 (1 year)

M&O Marketing

2008 - 2012 (4 years)

United Advisors Corporation

2005 - 2012 (7 years)

United Financial Sytems Corporation

Disclosures

Timothy Sullivan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Strategic Wealth Advisors Group, Inc

David Heim
Nixa, MO
Timothy Sullivan
Utica, MI
Jeffrey Sucic
Champaign, IL

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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