Sean Sunderlage, financial advisor Wentzville MO

Sean Sunderlage

CRD Number: 2826986
Current Firm: Allstate Financial Advisors, LLC

Sean Sunderlage (CRD# 2826986) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Wentzville, MO and has over 27 years of experience in the finance industry.

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Creative Planning
Company Name Location Dates Years
Allstate Insurance Company Wentzville, MO May 2021 - Current 2
Principal Securities Inc. Saint Louis, MO Oct 2019 - May 2021 1
Principal Life Insurance Company Saint Louis, MO Oct 2019 - Jan 2021 1
The Chamberlin Group Tax & Wealth Advisors St. Louis, MO Apr 2019 - Oct 2019 < 1
Prosperity Capital Advisors Westlake, OH Apr 2019 - Oct 2019 < 1
Allstate Insurance Company Cottleville, MO Jan 2018 - Apr 2019 1
Sunderlage Financial Services Cottleville, MO Jan 2018 - Jun 2018 < 1
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Dec 2017 1
Sanders Morris Harris LLC Houston, TX Nov 2015 - Dec 2017 2
Edelman Financial Services, LLC Fairfax, VA Nov 2015 - Dec 2017 2
Edward Jones Ladue, MO Dec 2014 - Oct 2015 < 1
American General Life Houston, TX Oct 2013 - Nov 2014 1
Sunamerica Capital Services, Inc. Houston, TX Oct 2013 - Nov 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S66 NASAA Uniform Combined State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Dec 2015
Contact Info for Sean A. Sunderlage
Phone Number: 877-232-2142
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $328,756
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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