John
Sullivan
Precision Wealth Strategies, LLC
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About this Advisor
John Sullivan is a financial advisor who works in Saint Louis, Missouri. Sullivan is on the advisory team at Precision Wealth Strategies, LLC. During their career, the advisor has held roles at Student, Sei Investments, Northwestern Mutual, Mercer Global Advisors, Wealth Management Solutions, Girard Advisory Services, LLC and Precision Wealth Strategies. Sullivan maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Missouri. Precision Wealth Strategies, LLC is a registered investment company operating out of Saint Louis, MO. It oversees $263 million in assets under management across its 1,059 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,059 customer accounts, 26% are held by high-net-worth investors who have more than $1 million in assets available to invest. Precision Wealth Strategies, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the services provided. However, fee types billed by Precision Wealth Strategies, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Precision Wealth Strategies, LLC Brokerage Details
$263,371,495
10
1,059
$248,698
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
John Sullivan Work History
John has been registered as a financial advisor for 0 years.*
Precision Wealth Strategies
Girard Advisory Services, LLC
Wealth Management Solutions
Mercer Global Advisors
Sei Investments
Northwestern Mutual
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John 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 Precision Wealth Strategies, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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