Craig Steven Sullivan

Employer firm

Triad Wealth Partners, LLC CRD 326523

$1.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 09/2008 → Present
  International Wealth Management Dba Sullivan Financial Partners
  Grapevine, TX
• 11/2016 → 11/2017
  Investment Advisors Corp.
  West Des Moines, IA
• 05/2017 → Present
  Fusion Capital Management
  Coppel, TX
• 12/2020 → 08/2021
  Visionary Wealth Management, Llc
  Alpharetta, GA
• 06/2008 → 12/2016
  Sullivan Financial Partners
  Southlake, TX
• 09/2021 → Present
  Sullivan Wealth Partners, Llc
  Grapevine, TX
• 10/2025 → Present
  Triad Wealth Partners
  Lawrence, KS

Previous Registrations

• 2017-05-24 → 2026-01-22
  Coppell Advisory Solutions Llc
  Southlake, TX
• 2021-04-20 → 2021-08-11
  Visionary Wealth Management, Llc
  Alpharetta, GA
  Southlake, TX
• 2016-11-08 → 2017-11-08
  Investment Advisors Corp
  Southlake, TX
• 2008-06-12 → 2016-12-08
  Sullivan Financial Partners
  Southlake, TX

Other Businesses

1. INTERNATIONAL WEALTH MANAGEMENT DBA SULLIVAN FINANCIAL PARTNERS; 1300 NORTH WHITE CHAPEL BLVD, SUITE 200, SOUTHLAKE, TX 76092; INSURANCE AGENT SELLING FIXED INSURANCE, ANNUITIES AND FIXED INDEXED ANNUITIES; CORP; DATE STARTED 10/19/2016; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY/40 DURING TRADING HOURS. 2. Sullivan Realty Holdings, Not Investment Related, Keller, TX, Real Estate Management, Member, 2022, 0 hrs/month, 0 hrs during trading 3. Sullivan Management Partners, Not Investment Related, Keller, TX, Family Management, Partner, 2020, 0 hrs/month, 0 hrs during trading, 4. Cinco Paso Ranch, Not Investment Related, Millersview, TX, Ranch Management, Owner, 2023, 20 hrs/ month, 0 hours during trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-10