Tracy Lynn Sullivan

Investment adviser representative at Compass Wealth

12 yearsExperience

1 stateRegistered in

$111.9MFirm assets

4 yearsFirm in business

Are you Tracy Lynn Sullivan? Claim your profile

Contact this firm

From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

These describe the firm as a whole, not only this advisor.

12 years in the industry.

Registered as an investment adviser representative in 1 state (MO).

Legal name: Compass Retirement Group LLC

$111.9MAssets managed

766Clients

7Advisers

4 yearsIn business

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.