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Shanda Kaye Sullivan

Aspen Wealth Planners LLC

Broken Arrow, OK

Broken Arrow, OK

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Current Employers
Aspen Wealth Planners Llc

Broken Arrow, OK • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-29
CO RA APPROVED 2022-11-29
  • CA RA
    APPROVED
    Since 2022-11-29
  • CO RA
    APPROVED
    Since 2022-11-29

Branch Locations

Broken Arrow, OK • United States

Po Box 40292, Broken Arrow, OK 74014 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspen Wealth Planners, Llc Broken Arrow OK 02/2012 Present
Previous Registrations
  • 2012-08-23 → 2024-06-20
    Sullivan Financial Strategies, Llc
    Broken Arrow, OK
  • 2011-01-12 → 2011-02-10
    Step By Step Financial, Llc
    Tulsa, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-20
  • S65 Uniform Investment Adviser Law Examination
    2010-12-20
Designations
Other Names
  • Shanda Kaye Vanatta
  • Shanda Kaye Lemons
  • Shanda Sullivan
  • Shanda Kaye Sullivan

View on SEC IAPD

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