Ryan H. Sullivan, CFP®
Managing Director of Wealth Management
Principal
Location
Traverse City, MI
231.946.3230
Education
Eli Broad College of Business at Michigan State University
BA, finance
Current Role
Ryan develops creative strategies that help clients work toward meeting their financial goals, integrating comprehensive financial planning with independent asset management, proactive tax planning, and corporate retirement plan consulting. He works within a cross-functional Rehmann team to proactively guide each client, considering tax law, estate planning, cybersecurity, and accounting needs along the way.
Service Areas
- Comprehensive financial planning
- Qualified retirement plan consulting
- Investment analysis and portfolio design
- Retirement and estate planning
- Charitable and legacy planning
Experience
Since joining Rehmann in 2003, Ryan has worked with individuals and families, building creative strategies to help clients work toward their financial and life goals. Ryan also works extensively with business owners and their employees in an effort to help them work toward their corporate and personal financial goals. Ryan was promoted to managing director of Rehmann Wealth in 2020. In this capacity, he is responsible for strategic and cultural direction and focusing on client and associate success. Ryan also serves as the chair of the Rehmann Wealth executive committee. Ryan keeps current on industry standards by attending conferences, seminars and graduate level courses offered through professional societies and associations.
A closer look
- Ryan has earned his Certified Financial Planner™ certification and holds numerous securities registrations and insurance licenses.
- As a firm-wide resource, Ryan often shares his knowledge and experience in Rehmann internal coaching and training sessions for associates.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 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. 107 South Cass St, Suite A, Traverse City, MI 49684 | 231.946.3230
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