Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
7yrs
Casey Sullivan
Full name on record: Casey Ray Sullivan
Financial advisor at Ameriprise Financial Services
Casey Sullivan has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Bellevue, Washington. Casey joined Ameriprise Financial Services in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office929 108th Ave NE Suite 1200, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Casey
Local office(425) 372-4739Ask for Casey. (612) 671-3131Main office · Minneapolis, MN 929 108th Ave NE Suite 1200Bellevue, WA 98004Office · Get directions LinkedIn pageAmeriprise Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Casey
Tailored to Casey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Casey
How do I contact Casey?
Call Casey’s local office at (425) 372-4739 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Casey Sullivan.
How long has Casey been a financial advisor?
Casey has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Casey hold?
Series 66. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Casey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Fulcrum Wealth Advisors
47yrs
Top 1% by experience in Bellevue
Tschetter Group
46yrs
Top advisor by experience at Tschetter Group
Wells Fargo Advisors
45yrs
Top 1% by experience in Bellevue
Oppenheimer & Co.
45yrs
Top 1% by experience in Bellevue
LPL Financial
45yrs
Top 1% by experience in Bellevue