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Joseph Patrick Sullivan is a financial advisor professional located in Lino Lakes, MN. They specialize in financial advisory.
Joseph Patrick Sullivan - Creative Planning holds an active professional license (FINRA CRD) for your protection.
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Joseph Patrick Sullivan operates Creative Planning, a financial advisory firm based in Lino Lakes, Minnesota. Sullivan holds a FINRA CRD license (number 7677760), which registers him with the Financial Industry Regulatory Authority. This credential allows him to provide financial planning and advisory services under FINRA's regulatory oversight. The firm serves clients seeking financial guidance and planning assistance in the Lino Lakes area.
Sullivan's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and firms in the United States. This registration means Sullivan has met FINRA's qualification requirements and operates under their regulatory framework and compliance standards. FINRA registration signals that a financial advisor has passed required exams and background checks, and is subject to ongoing regulatory oversight, customer protection rules, and disclosure requirements. This provides clients with assurance that their advisor operates within established industry standards and regulatory guardrails.