Michael Edward Sullivan
Professional Summary
Michael Edward Sullivan is a registered financial advisor currently at SULLIVAN DUNN WEALTH MANAGEMENT located in Okemos, Michigan. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
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FOGUTH WEALTH MANAGEMENT, LLC.
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Disclosures on record.
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FOGUTH WEALTH MANAGEMENT, LLC.
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
RETIRE PEACEFULLY | SULLIVAN FINANCIAL, LLC | SULLIVAN FINANCIAL LLC | SULLIVAN DUNN WEALTH MANAGEMENT
Contact Information
Main Address
4660 Marsh Road, Okemos, MI 48864Phone Number
(517) 899-2247# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
24AUM (Assets Under Management)
$9,794,174Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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FOGUTH WEALTH MANAGEMENT, LLC.
State Registrations and Notice Filings
(1/22/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2014About the Series 6 examSimilar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Edward Sullivan's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.