Bryan Sullivan
Bryan Sullivan is a CFP-designated registered investment advisor at Cohesion Wealth Management, LLC, based in Broomfield, CO, with 19 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 325 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cohesion Wealth Management charges a quarterly fee based on the value of your account. The maximum annual advisory fee is 1.75%. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The fee may be debited directly from your investment account or paid separately. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. Financial planning services are included in the investment management fees.
Location
370 Interlocken Blvd.,, Suite 290, Broomfield, CO, 80021
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan is involved with The Asset Exchange, focusing on marketing and discussing trust structures, dedicating a few hours per week. He also serves as an Office Manager at Epiqwest Financial Corporation, supervising agents selling various insurance products and occasionally acting as a producer himself.
Employment History
Current Registrations
Cohesion Wealth Management, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Centaurus Financial, INC.Broker
Epiqwest Investment Corporation
Mcl Financial Group, INC.Broker
Epiqwest Financial Coporation
Neidiger, Tucker, Bruner, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.