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Matthew Paul Sullivan

FINANCIAL PLANNING FIRST, LLC·TUSCON, Arizona
Series 3, Series 7, Series 8, Series 63, Series 65Clean record20 years registeredFINANCIAL PLANNING FIRST, LLC
3567 E SUNRISE DR STE B237, TUSCON, AZ 85718CRD# 1516530Firm CRD# 319273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Paul Sullivan · TUSCON, AZ
Registration
CRD #1516530 · FINANCIAL PLANNING FIRST, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL PLANNING FIRST, LLC
Jun 2022 – present
IMUS WILKINSON INVESTMENT MANAGEMENT, LLC
Aug 2013 – Dec 2022
TUCSON, AZ
SOUTHWEST SECURITIES, INC.
Aug 2012 – Mar 2013
ORO VALLEY, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Apr 2007 – Sep 2012
TUCSON, AZ
WACHOVIA SECURITIES, LLC
Mar 2006 – Feb 2007
SCRANTON, PA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · March 7, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL PLANNING FIRST, LLC
CRD 319273 · SEC 801-125727
AUM
$69M
Regulatory assets under management
Employees
3
752 client accounts
Services offered by FINANCIAL PLANNING FIRST, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL PLANNING FIRST, LLC →
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05

Frequently Asked Questions

What services does Matthew Paul Sullivan offer?
Matthew Paul Sullivan specializes in Financial Planning, Investment Management. Contact their office in TUSCON, Arizona for a consultation.
What are Matthew Paul Sullivan's credentials?
Matthew Paul Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Sullivan located?
Matthew Paul Sullivan is based in TUSCON, Arizona, working with FINANCIAL PLANNING FIRST, LLC. Their office serves clients in the TUSCON metropolitan area and surrounding communities.
How does Matthew Paul Sullivan charge for services?
Matthew Paul Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING FIRST, LLC?
FINANCIAL PLANNING FIRST, LLC has approximately 3 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
SCOTTSDALE (281)PHOENIX (137)TUCSON (92)MESA (26)TEMPE (18)CHANDLER (16)PEORIA (14)PRESCOTT (9)YUMA (7)FLAGSTAFF (6)
City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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