Sean BeereCRD Number: 5362153
Current Firm: Principal Securities, Inc.
Sean Beere (CRD# 5362153) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Elmo, MN and has over 10 years of experience in the finance industry.
Allodium Investment Consultants, LLC
Epiq Partners, LLC
Capstone Advisory Group LLC
|Principal Life Ins Co||Lake Elmo, MN||Jun 2012 - Current||5|
|Princor Financial Services Corp||Lake Elmo, MN||Jun 2012 - Current||5|
|Wells Fargo Advisors LLC||Minneapolis, MN||May 2011 - Jun 2012||1|
|Wells Fargo Bank, N.a.||Minneapolis, MN||May 2010 - Jun 2012||2|
|Unemployed||St. Paul, MN||Nov 2009 - May 2010||< 1|
|Metlife Securities, Inc.||Bloomington, MN||Jun 2007 - Nov 2009||2|
|St Cloud State University||St Cloud, MN||Sep 2002 - Jun 2007||4|
|Vos Outdoor Power||St. Cloud, MN||May 2005 - Nov 2006||1|
|Mcdonough Landscaping||St. Cloud, MN||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VT, WA, WI, WV, WY
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