Todd Robert Sullivant
Investment adviser representative at Adamsbrown Wealth Consultants LLC
15 yearsExperience
1 stateRegistered in
$1.1BFirm assets
6 yearsFirm in business
Are you Todd Robert Sullivant? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Adamsbrown Wealth Consultants LLCAug 2023 to now
- Adams Brown Wealth Consultants, LLCJul 2023 to now
- Private Client ServicesJul 2023 to Dec 2025
- AgiaDec 2022 to Jul 2023
- Valic Financial Advisors, Inc.Feb 2010 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (KS).
Adamsbrown Wealth Consultants LLC
$1.1BAssets managed
1,943Clients
15Advisers
6 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
- 5469271
- Firm CRD
- 308410