Sean GrzybCRD Number: 6225914
Current Firm: Lockton Investment Advisors, LLC
Sean Grzyb (CRD# 6225914) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Lockton Investment Advisors, LLC||Kansas City, MO||Dec 2013 - Current||4|
|Lockton Companies, LLC||Chicago, IL||Jul 2013 - Current||4|
|Lockton Financial Advisors, LLC||Chicago, IL||Jul 2013 - Current||4|
|Depaul University||Chicago, IL||Aug 2011 - Jun 2013||1|
|University Of Illinois At Urbana Champaign||Champaign, IL||Aug 2009 - Jul 2011||1|
|Wheaton North High School||Wheaton, IL||Aug 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Pension consulting services
AZ, CA, CO, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.