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 7 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.

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Professional Designations
Company Name Location Dates Years
The Advocate Group, LLC Minnetonka, MN Nov 2011 - Current 4
Tag Financial Services Inc. Minnetonka, MN Oct 2008 - Current 8
Lpl Financial Minnetonka, MN Oct 2008 - Sep 2015 6
Number Works, LLC Minneapolis, MN Jul 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
Northfield Public Schools Northfield, MN Aug 2006 - Oct 2007 1
Rbc Dain Rauscher Minneapolis, MN Jun 2007 - Aug 2007 < 1
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)
  • Other
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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