Ben Sullivan

Ben Sullivan, CFA®, CFP® has extensive work experience in the financial industry. Ben currently holds the position of VP of Wealth Management at AE Wealth Management, LLC, starting in April 2022. Prior to this, Ben worked at Advisors Excel where they held multiple roles. From January 2021 to April 2022, they served as the Director of Wealth, responsible for assisting advisor relationships with financial planning and investment selection. Before that, Ben worked as a Wealth Planner, providing investment solutions to clients and contributing to the company's growth from 1 billion to over 10 billion in managed assets. Ben initially joined Advisors Excel as an Allocation Specialist in March 2017.

Ben Sullivan, CFA®, CFP® earned their Bachelor's degree from York University - Nebraska in 2015. Ben has also obtained various certifications including the Certified Financial Planner (CFP) from the CFP Board in 2023, the Chartered Financial Analyst Charterholder from the CFA Institute in 2022, and several certifications from FINRA (Financial Industry Regulatory Authority) including General Securities Principal in 2018, General Securities Representative in 2017, and Uniform Combined State Law Exam (Investment Advisory Rep) in 2017.