Sebastian Sullivan
Sebastian Sullivan is a registered investment advisor at Midwest Professional Planners, LTD., based in Duluth, MN, with 2 years of industry experience. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 837 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPPL Financial manages investments for a fee based on a percentage of your portfolio. The maximum fee is 2.5% annually. Fees are negotiable. MPPL also offers sub-advisory services through Betterment for a maximum fee of 1.5% annually. Clients paying more than $12,000 annually in investment management fees may have ongoing planning fees reduced or waived.
Location
Duluth, MN
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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 Activities
Sebastian works as an ice maintenance lead at the Duluth Entertainment Convention Center since 2018. This activity is not investment-related.
Employment History
Current Registrations
Midwest Professional Planners, LTD.
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.