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Edmund Sean Sullivan

BURNETT FINANCIAL GROUP, INC.·EDMOND, Oklahoma
Unclaimed Profile
2569 S KELLY AVE, EDMOND, OK 73013CRD# 5462947Firm CRD# 167814
01

About

Edmund Sean Sullivan is a registered financial advisor based in EDMOND, Oklahoma, affiliated with BURNETT FINANCIAL GROUP, 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
03

Firm Overview

Firm
BURNETT FINANCIAL GROUP, INC.
BFG WEALTH
AUM
$182M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BURNETT FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5462947
Firm CRD# 167814
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edmund Sean Sullivan offer?
Edmund Sean Sullivan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.
What are Edmund Sean Sullivan's credentials?
Edmund Sean Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edmund Sean Sullivan located?
Edmund Sean Sullivan is based in EDMOND, Oklahoma, working with BURNETT FINANCIAL GROUP, INC.. Their office serves clients in the EDMOND metropolitan area and surrounding communities.
How does Edmund Sean Sullivan charge for services?
Edmund Sean 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 BURNETT FINANCIAL GROUP, INC.?
BURNETT FINANCIAL GROUP, INC. has approximately 4 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oklahoma
OKLAHOMA CITY (232)TULSA (209)BARTLESVILLE (28)DURANT (6)ARDMORE (5)
City Guides
OKLAHOMA CITY GuideTULSA GuideBARTLESVILLE GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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