Daniel James Sullivan

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2021 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2020 → Present
  Sullivan Financial Solutions
  Tulsa, OK
• 05/2014 → 04/2020
  Strong Family Financial
  Jenks, OK

Other Businesses

1.) SULLIVAN FINANCIAL SOLUTIONS; YES INVESTMENT RELATED; 1508 SOUTH CARSON AVENUE, TULSA, OK 74119; INSURANCE SALES; OWNER; START DATE 04/2020; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ESTATE PLANNING DOCUMENTS SERVICES; NOT INVESTMENT RELATED; 1508 SOUTH CARSON AVENUE, TULSA, OK 74119; ESTATE PLANNING; FACILITATOR; 10/28/2025; APPROX. 4HRS/MO; APPROX. 4HRS/MO DURING SECURITIES TRADING HOURS; INTRODUCE, COORDINATE, ANDPROVIDE ACCESS TO PLATFORM FOR CLIENTS TO PREPARE ESTATE PLANNING DOCUMENTS.