Bryan J. Sullivan

COHESION WEALTH MANAGEMENT

BROOMFIELD, CO 80021

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CRD#: 5243267

Professional summary

Bryan Joseph Sullivan, CFP® is a registered financial advisor currently at COHESION WEALTH MANAGEMENT, LLC located in Broomfield, Colorado.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bryan has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. The Asset Exchange, marketing, not investment related. Located at: 360 Interlocken Blvd., Suite 104, Broomfield, CO 80021 Start Date = 10/2016, N/A compensation, 10HRS./MO./TRADING HRS. -- Market and discuss trust structure with potential clients or referral agents 2. Epiqwest Financial Corporation -- Located at: 2590 Trailridge Dr. E 101 Lafayette, CO 80026 -- INSURANCE SALES, FIXED LIFE, DISABILITY, LONG TERM CARE AND ANNUITY SALES -- Office Manager -- Supervises agents selling a wide range of insurance products and occasionally acts as a producer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Joseph Sullivan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

June 15, 2020 - Present

COHESION WEALTH MANAGEMENT, LLC

Office #1: 360 Interlocken Blvd. Suite 104, Broomfield, CO 80021

RIA

CRD#: 308980

BROOMFIELD, CO

Past

May 10, 2013 - October 2, 2018

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

LAFAYETTE, CO

Past

August 23, 2011 - June 7, 2013

CENTAURUS FINANCIAL, INC.

CRD#: 30833

LAFAYETTE, CO

Past

March 10, 2008 - December 14, 2020

EPIQWEST INVESTMENT CORPORATION

RIA

CRD#: 145663

BROOMFIELD, CO

Past

March 3, 2008 - June 13, 2011

MCL FINANCIAL GROUP, INC.

CRD#: 41180

LAFAYETTE, CO

Past

May 14, 2007 - December 31, 2010

EPIQWEST FINANCIAL COPORATION

RIA

CRD#: 133482

ERIE, CO

Past

November 20, 2006 - March 5, 2008

NTB FINANCIAL CORPORATION

CRD#: 7425

ERIE, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COHESION WEALTH MANAGEMENT, LLC

COHESION WEALTH MANAGEMENT, LLC | EPIQWEST CULVER WEALTH ADVISORS LLC

CRD#: 308980 / SEC#: 801-118720

RIA

Registered Investment Advisory firm - (5/18/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/15/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/11/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/2006

General Securities Representative Examination

Current Firm

COHESION WEALTH MANAGEMENT, LLC

COHESION WEALTH MANAGEMENT, LLC | EPIQWEST CULVER WEALTH ADVISORS LLC

CRD#: 308980 / SEC#: 801-118720

RIA

Registered Investment Advisory firm - (5/18/2020 Approved)

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Contact information

Main Address

370 Interlocken Blvd., Suite 290, Broomfield, CO 80021

Mailing Address

Phone number

(303) 442-3670

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts	583
AUM (Assets Under Management)	$ 227,910,817

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan J. Sullivan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Joseph Sullivan's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CENTAURUS FINANCIAL, INC.

EPIQWEST INVESTMENT CORPORATION

MCL FINANCIAL GROUP, INC.

EPIQWEST FINANCIAL COPORATION

NTB FINANCIAL CORPORATION

Primary Firm SEC Registration

COHESION WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/11/2007

SIE

Date: 10/1/2018

Series 7

Date: 11/17/2006

Current Firm

COHESION WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COHESION WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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