Ryan Heath Sullivan
Algemeen Directeur bij Rehmann Capital Advisory Group LLC
Profiel
Mr. Ryan H.
Sullivan is a Chief Executive Officer at Rehmann Capital Advisory Group LLC.
He 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.
Since joining Rehmann in 2003, he has worked with individuals and families, building creative strategies to help clients work toward their financial and life goals.
He also works extensively with business owners and their employees in an effort to help them work toward their corporate and personal financial goals.
He 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.
He also serves as the chair of the Rehmann Wealth executive committee.
He received his undergraduate degree from Eli Broad College of Business.
He has earned his Certified Financial Planner™ certification and holds numerous securities registrations and insurance licenses.
Actieve functies van Ryan Heath Sullivan
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Rehmann Capital Advisory Group LLC
Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Algemeen Directeur | 01-01-2021 |
Opleiding van Ryan Heath Sullivan
Eli Broad College of Business | Undergraduate Degree |
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Rehmann Capital Advisory Group LLC
Rehmann Capital Advisory Group LLC Investment ManagersFinance Rehmann Capital Advisory Group LLC, do-business-as Rehmann Financial, is a SEC-registered investment advisor headquartered in Lansing, Michigan. The firm was founded in 2001 and is a subsidiary of Rehmann Financial Group LLC, which is owned by Rehmann LLC. Rehmann Financial provides financial planning and investment advisory services to individual clients, as well as trusts, endowments, qualified retirement plan sponsors, and business entities. | Finance |