Unclaimed Profile

Ryan Sullivan

REHMANN CAPITAL ADVISORY GROUP, LLC·LANSING, Michigan

SIE, Series 6, Series 7, Series 63CFPClean record16 years registeredREHMANN CAPITAL ADVISORY GROUP, LLC

4086 LEGACY PARKWAY, LANSING, MI 48911-4261CRD# 4514250Firm CRD# 123047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Sullivan · LANSING, MI

Registration

CRD #4514250 · REHMANN CAPITAL ADVISORY GROUP, LLC · 16 years registered

Brand Profile

Not yet started

Career History

REHMANN WEALTH

Jun 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · June 11, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REHMANN CAPITAL ADVISORY GROUP, LLC

CRD 123047 · SEC 801-64587

AUM

$3.8B

Regulatory assets under management

Employees

5,272 client accounts

Services offered by REHMANN CAPITAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

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 REHMANN CAPITAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Sullivan offer?

Ryan Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANSING, Michigan for a consultation.

What are Ryan Sullivan's credentials?

Ryan Sullivan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Ryan Sullivan located?

Ryan Sullivan is based in LANSING, Michigan, working with REHMANN CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.

How does Ryan Sullivan charge for services?

Ryan Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: servicing fees from custodians. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REHMANN CAPITAL ADVISORY GROUP, LLC?

REHMANN CAPITAL ADVISORY GROUP, LLC has approximately 36 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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