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Ryan Sullivan

Off The Beaten Path Financial

Wilsall, MT

CRD 7635801

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Employer firm

Off The Beaten Path Financial CRD 323401

$6.10M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Off The Beaten Path Financial

Wilsall, MT • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-01-04
  • MT RA
    APPROVED
    Since 2023-01-04

Branch Locations

Wilsall, MT • 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
Off The Beaten Path Financial Llc Bozeman MT 08/2022 Present
Williams Plumbing (Formerly Harvey's Plumbing & Heating) Bozeman MT 05/2018 10/2024
Cta Architects & Engineers (Now Cushing Terrell) Bozeman MT 05/2013 05/2018
  • 08/2022 → Present
    Off The Beaten Path Financial Llc
    Bozeman, MT
  • 05/2018 → 10/2024
    Williams Plumbing (Formerly Harvey's Plumbing & Heating)
    Bozeman, MT
  • 05/2013 → 05/2018
    Cta Architects & Engineers (Now Cushing Terrell)
    Bozeman, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-16
  • S65 Uniform Investment Adviser Law Examination
    2022-09-16

View on SEC IAPD

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