Ryan Sullivan

Employer firm

Rehmann Wealth CRD 123047

$5.27B regulatory AUM 112 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → Present
  The Rehmann Group
  Lansing, MI
• 02/2010 → 12/2017
  Royal Alliance Associates
  Traverse City, MI
• 01/2017 → Present
  Rehmann Financial Network, Llc
  Lansing, MI

Other Businesses

1) REHMANN FINANCIAL (REHMANN CAPITAL ADVISORY GROUP)- INVESTMENT RELATED - 107 S. CASS ST SUITE A, TRAVERSE CITY, MI 49684 - FINANCIAL ADVISOR - AFFILIATED 12/2003 - 80 HRS/MONTH - 40HRS/MONTH DURING SECURITIES TRADING - PROVIDE INVESTMENT ADVISORY SERVICES, FINANCIAL PLANNING, AND RETIREMENT PLAN CONSULTING SERVICES TO CLIENTS. 2) REHMANN INSURANCE GROUP - INVESTMENT RELATED - 107 S. CASS ST, SUITE A, TRAVERSE CITY, MI 49684 - STATUTORY AGENT - AFFILIATED 12/2003 - 10 HRS/MONTH - 8HRS/MONTH DURING SECURITIES TRADING - WORK AS AN AGENT TO PROVIDE FIXED INSURANCE SOLUTIONS IN LIFE, DISABILITY, ACCIDENT AND HEALTH MARKETS. 3)REHMANN FINANCIAL NETWORK LLC; POSITION: REGISTERED REP; NATURE: LLC; INVESTMENT RELATED: YES; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; START DATE: 01/01/2017 ADDRESS: 4086 LEGACY PARKWAY, LANSING, MI 48911; DESCRIPTION: REGISTERED REP 4) NATIONAL WRITERS SERIES; NON-INVESTMENT RELATED; ADDRESS: 1200 W 11TH ST, SE 231, TRAVERSE CITY, MI 49684; NATURE OF THE BUSINESS: NON PROFIT ORGANIZATION; POSITION: BOARD MEMBER; START DATE: 2/1/2020; HOURS PER MONTH: 2; SECURITIES HOURS PER MONTH: <1; DUTIES: SERVE AS GENERAL BOARD MEMBER FOR AN ARTS RELATED NON PROFIT

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-04-09

Designations

• Certified Financial Planner

Other Names

• Ryan Heath Sullivan