Sean Doherty, financial advisor Kansas City MO
93 score

Sean Doherty

CRD Number: 3140736
Current Firm: Country Club Financial Services, Inc.

Sean Doherty (CRD# 3140736) is an Investment Advisor Representative working at Country Club Financial Services, Inc. in Kansas City, MO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Country Club Financial Services, Inc. Kansas City, MO Sep 1998 - Current 18
Country Club Bank, N.a. Kansas City, MO Jun 1998 - Current 18
Asset Management Group, Inc. Shawnee Mission, KS Jun 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Sean M. Doherty
Phone Number: 816-751-9334
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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