William Donald Sullivan
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.May 2026 to now
- StifelApr 2023 to May 2026
- UnemployedNov 2022 to Mar 2023
- Benefit Advisors Insurance AgencyFeb 2022 to Oct 2022
- Wisconsin Public ServiceMay 2021 to Aug 2021
- Service First StaffingJul 2020 to Aug 2020
- University of Wisconsin La CrosseSep 2019 to May 2023
- Green Bay Parks DepartmentJun 2019 to Aug 2019
- Festival FoodsJun 2017 to Dec 2018
- Notre Dame AcademyAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7726065
- Firm CRD
- 23131