Paul James Sullivan
Investment adviser representative at Foguth Wealth Management, LLC.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Foguth Wealth Management, LLC.Jul 2025 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to now
- Fidelity Brokerage Services LLCMay 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MI).
Foguth Wealth Management, LLC.
$1.1BAssets managed
2,690Clients
52Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4382024
- Firm CRD
- 327434