Joseph Patrick Sullivan

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 09/2006 → 06/2021
  Wells Fargo
  Minneapolis, MN
• 12/2022 → Present
  Creative Planning, Llc
  Overland Park, KS
• 06/2021 → 12/2022
  Principal Financial Group
  Des Moines, IA
• 07/2023 → Present
  Bergankdv Wealth Management, Llc
  Bloomington, MN

Previous Registrations

• 2023-07-13 → 2023-09-13
  Bergankdv Wealth Management, Llc
  Lino Lakes, MN
  Bloomington, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-11