Sean Sullivan

from Lifeworks Advisors, LLC
SEC regulated
Regulated Investment Advisor
Sean Sullivan is a financial advisor based in Michigan, Grand Rapids, with 21 years of experience. Sean currently works for Lifeworks Advisors, LLC. Sean maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sean Sullivan works at Lifeworks Advisors, LLC
Lifeworks Advisors, LLC is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $231,208,308 of assets under management and employs about 24 people. Lifeworks Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
4095 Park East Ct., Ste. C, Grand Rapids, Michigan, 49546

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