Sean Ohagan, financial advisor Minnetonka MN
96 score

Sean Ohagan

CRD Number: 5361404
Current Firm: The Advocate Group, LLC

Sean Ohagan (CRD# 5361404) is an Investment Advisor Representative working at The Advocate Group, LLC in Minnetonka, MN and has over 9 years of experience in the finance industry. Sean Ohagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Timothy Brown, financial advisor Minnetonka MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Similar Advisors
Phillip Christenson, financial advisor Minnetonka MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Similar Advisors
Eric Hutchens, financial advisor Minnetonka MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Professional Designations
Company Name Location Dates Years
The Advocate Group, LLC Minnetonka, MN Dec 2017 - Current < 1
Tag Financial Services Inc. Minnetonka, MN Nov 2011 - Current 6
The Advocate Group, LLC Minnetonka, MN Jun 2014 - Dec 2017 3
Lpl Financial Minnetonka, MN Oct 2008 - Sep 2015 6
The Advocate Group, LLC Minnetonka, MN Nov 2011 - Jun 2014 2
The Advocate Group Inc. Minnetonka, MN Oct 2008 - Nov 2011 3
Number Works, LLC Minneapolis, MN Jun 2008 - Sep 2008 < 1
Axa Advisors, LLC New York, NY Apr 2008 - Jun 2008 < 1
St. Olaf College Northfield, MN Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
Contact Info for Sean P. Ohagan
Phone Number: 952-693-2630
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.