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Michael Edward Sullivan

WALLEM ASSOCIATES, INC.·LOVES PARK, Illinois
Clean recordWALLEM ASSOCIATES, INC.
6144 EAST RIVERSIDE BOULEVARD, LOVES PARK, IL 61111CRD# 2423809Firm CRD# 326880

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Edward Sullivan · LOVES PARK, IL
Registration
CRD #2423809 · WALLEM ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Edward Sullivan is a registered financial advisor based in LOVES PARK, Illinois, affiliated with WALLEM ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WALLEM ASSOCIATES, INC.
WALLEM ASSOCIATES, INC.
AUM
$107M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WALLEM ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2423809
Firm CRD# 326880
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Edward Sullivan offer?
Michael Edward Sullivan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOVES PARK, Illinois for a consultation.
What are Michael Edward Sullivan's credentials?
Michael Edward Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Edward Sullivan located?
Michael Edward Sullivan is based in LOVES PARK, Illinois, working with WALLEM ASSOCIATES, INC.. Their office serves clients in the LOVES PARK metropolitan area and surrounding communities.
How does Michael Edward Sullivan charge for services?
Michael Edward Sullivan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALLEM ASSOCIATES, INC.?
WALLEM ASSOCIATES, INC. has approximately 2 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WALLEM ASSOCIATES, INC.

Jeffery Paul Wallem
LOVES PARK, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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