William
Sullivan
Stifel, Nicolaus & Company, Inc
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About this Advisor
William Sullivan is a financial advisor based in La Crosse, Wisconsin, working with Stifel, Nicolaus & Company, Inc. William has previously held positions at Festival Foods, Green Bay Parks Department, Service First Staffing, Wisconsin Public Service, Benefit Advisors Insurance Agency, Stifel, Holy Family School, Notre Dame Academy, and University Of Wisconsin La Crosse. William has passed the Series 66 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, William is part of Stifel, Nicolaus & Company, Inc, which operates out of La Crosse, Wisconsin. The firm has 460 offices and 6,534 employees. The firm manages assets totaling $149.2 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stifel, Nicolaus & Company, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
$149,248,936,163
6,534
348,524
$428,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Sullivan Work History
Stifel
Benefit Advisors Insurance Agency
Wisconsin Public Service
Service First Staffing
Green Bay Parks Department
University Of Wisconsin La Crosse
Festival Foods
Notre Dame Academy
Holy Family School
Disclosures
Please visit the SEC profile of William Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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