Joseph Louis Sullivan

Employer firm

Portfolio Medics, LLC CRD 145958

$780M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2010 → 02/2019
  Ameriprise Financial Services Inc
  Minneapolis, MN
• 02/2019 → 03/2021
  American Enterprise Investment Services Inc.
  Minneapolis, MN
• 10/2021 → 09/2022
  Sa Stone Wealth Managemt
  Janesville, WI
• 04/2025 → Present
  Portfolio Medics
  Bonita Springs, FL
• 03/2023 → Present
  Bedrock Financial Services
  Mchenry, IL
• 10/2022 → 08/2023
  Sagepoint Financial, Inc.
  Hoffman Estates, IL
• 03/2021 → 08/2021
  Wilsave Financial
  Mount Prospect, IL

Previous Registrations

• 2023-10-19 → 2025-01-16
  Portfolio Medics, Llc
  Bonita Springs, FL
  Mchenry, IL

Other Businesses

Mr. Sullivan is also an insurance agent through Bedrock Financial Services. In this role Mr. Sullivan will be transacting in insurance products including annuities. He will spend approximately 20 hours a month during market and non-market hours in this endeavor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-22
• S63 Uniform Securities Agent State Law Examination
  2023-02-28

Other Names

• Joseph Louis Sullivan