TS
Todd R. Sullivant
ADAMSBROWN WEALTH CONSULTANTS LLC
HUTCHINSON, KS 67502
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CRD#: 5469271
TS
Professional summary
Todd Robert Sullivant, who also goes by Todd Sully, is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Hutchinson, Kansas and PRIVATE CLIENT SERVICES, LLC located in Hutchinson, Kansas.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Todd has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Sully
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) Power of Attorney. 6109 Yucca Rd, Hutchinson, KS 67502. I have a POA written up for my spouse. In the event she is unable to make her own medical and financial decisions. 0 hrs/mo. 2) Sullivant Family Ranch LLC. 6109 Yucca Rd, Hutchinson, KS 67502. Owner/Operator. 5 hrs/mo; 0 during trading hrs. 3) DUALLY REGISTERED WITH ADAMSBROWN WEALTH CONSULTANTS LLC AND PRIVATE CLIENT SERVICES. TODD SULLIVANT HAS SERVED AS AN INVESTMENT ADVISOR REPRESENTATIVE FOR ADAMSBROWN WEALTH CONSULTANTS LLC SINCE 07/2023 AND AS A REGISTERED REPRESENTATIVE WITH PRIVATE CLIENT SERVICES SINCE 07/2023. BUSINESS IS CONDUCTED FROM HUTCHINSON, KS. APPROXIMATELY 90% OF TODD SULLIVANT'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE AND THE BALANCE AS A REGISTERED REPRESENTATIVE 4) INDEPENDENT INSURANCE AGENT; SAME LOCATION
CRS (Client Relationship Summary) - RIA
Click below to view Todd Robert Sullivant's 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®
NoneExperience
Current
August 9, 2023 - Present
ADAMSBROWN WEALTH CONSULTANTS LLC
Office #1: 517 E 30th Ave. Suite C, Hutchinson, KS 67502RIA
CRD#: 308410
HUTCHINSON, KS
Current
July 31, 2023 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 517 E 30th Ave Suite C, Hutchinson, KS 67502Office #2: 1520 Kansas Ave, Great Bend, KS 67530RIA
BD
CRD#: 120222
Hutchinson, KS
Past
May 13, 2010 - August 16, 2023
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
OVERLAND PARK, KS
Past
March 17, 2010 - August 16, 2023
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
OVERLAND PARK, KS
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".
AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410 / SEC#: 801-118670
RIA
Registered Investment Advisory firm - (5/7/2020 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(1/25/2024)
RR
Kansas(7/31/2023)
IAR
Kansas(8/9/2023)
RR
Missouri(10/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ADAMSBROWN WEALTH CONSULTANTS LLC
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410 / SEC#: 801-118670
RIA
Registered Investment Advisory firm - (5/7/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
358 N Main Street Suite 100, Wichita, KS 67202
Mailing Address
Phone number
(316) 683-2067
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,991 |
| AUM (Assets Under Management) | $ 880,935,144 |
Red Flags
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Company Information
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410Hutchinson, KS 67502TRUST BUT VERIFY
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