FINRA's BrokerCheck

Ryan Sullivan

Ryan Sullivan
Sig

Ryan Sullivan | CFP®, AIFA® | Principal and Managing Director, Rehmann Financial

Traverse City, MI | 231.946.3230 | Email | Linkedin
Service Areas | Comprehensive financial planning, investment analysis and portfolio design, retirement and estate planning, college planning, qualified retirement plan consulting

Ryan is a principal and managing director with Rehmann Financial and is based in the Traverse City, Michigan office. He provides direction to all financial service divisions of Rehmann Financial. Ryan also serves as a member of the Rehmann Financial executive committee.

Experience

Since joining Rehmann in 2003, Ryan has worked with individuals and families, building creative strategies to help clients approach and reach their financial and life goals. Ryan also works extensively with business owners and their employees in an effort to establish and maintain the most effective group retirement plan solutions.

He has also earned his Certified Financial Planner™ certification and holds numerous securities registrations and insurance licenses.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Fixed insurance services offered through Rehmann Insurance Group LLC not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or an investment advisor.

Certified Financial Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Meet The Rehmann Team

Start typing a name ...
Searching for "{{nameQuery}}"...
Start typing a experience ...
Searching for "{{experienceQuery}}"...
Start typing a location ...
Searching for "{{locationQuery}}"...
Or view a list of team members