Nick Sullivan

Associate Wealth Manager
Certified Financial Planner®

About

Nick currently resides in Minneapolis and is a lover of all things outdoors, ice hockey, and photography. He is actively seeking out new ways to become more involved in the community and positively impact those around him.

Bio

“If you don’t know where you’re going, you might wind up someplace else.” These were the words of my college commencement ceremony as I graduated from Penn State University. Every time I meet with a client, I am reminded of this, and strive to challenge clients to think about what is most important to them, so we can help to develop a plan to reach their goals. There is no greater feeling than making a client realize the steps they need to take to be successful are not so far out of reach. All they need is a plan.”

Nick attended Penn State University where he earned his undergraduate degrees in Finance and Economics. Subsequent to his graduation, he started his career in corporate finance with a Fortune 500 company where he gained valuable insight into how a business operates, and what factors go into the decision making process. He made a career change to the financial services industry, gaining his Series 7, Series 63, and Series 65 licenses. He worked as a financial advisor with The Vanguard Group, helping them roll out their Personal Advisor Services platform for existing and prospective clients. During this time, he earned his Certified Financial Planner® designation. Prior to joining PrairieView, Nick worked as a wealth manager for both corporate and individual clients at a fee only RIA in the Twin Cities.