Advisor at The Sullivan Group
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Firm
The Sullivan Group
Location
Roseville, CA 95661
Credentials
Series 63, Series 65
Industry experience
37 years
Kurt Halverstadt is a financial advisor at The Sullivan Group with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Investment Management, doing business as The Sullivan Group, since 2009. Halverstadt is also involved with Brightstar Insurance Partners, where he provides life insurance sales and prospecting services. The Sullivan Group offers discretionary investment management and planning services to individuals, trusts, retirement plans, and other entities. The firm creates customized investment plans using fundamental, technical, and cyclical analysis and may include a range of investment types while also providing pension and 401(k) advisory services.
Based on The Sullivan Group
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000+: 1.25%
Brokerage commissions may be received by Messrs. Halverstadt and Lehmann as licensed insurance agents and registered representatives for insurance product transactions.
Account minimum: $250,000
564 North Sunrise Avenue
Roseville, CA 95661
California
Capital Investment Management, Llc, Dba The Sullivan Group
2009 - Present (17 years)
Purshe kaplan Sterling Investments
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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