Sean Burt (CRD# 7377430) is an Investment Advisor Representative working at Investment Management Group in Missoula, MT and has 1 year of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stockman Wealth Management | Missoula, MT | Nov 2022 - Current | 1 |
| Unemployed | Ronan, MT | May 2022 - Nov 2022 | < 1 |
| Stonefly Financial | Ronan, MT | Mar 2021 - May 2022 | 1 |
| Student | Butte, MT | Jun 2019 - Mar 2021 | 1 |
| American Bank | Bozeman, MT | Aug 2018 - May 2019 | < 1 |
| Montana State University | Butte, MT | Aug 2016 - May 2019 | 2 |
| Enterprise Rent-a-car | Belgrade, MT | Jun 2016 - Aug 2016 | < 1 |
| Montana Tech | Butte, MT | Aug 2015 - Jun 2016 | < 1 |
| Newland And Co | Butte, MT | Jun 2015 - Aug 2015 | < 1 |
| Montana Tech | Butte, MT | Aug 2014 - Jun 2015 | < 1 |
| Maroon Activity Center | Butte, MT | Jun 2014 - Aug 2014 | < 1 |
| Butte Central Highschool | Butte, MT | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- MT
-
Total Assets Under Management4,779MILLIONS
-
Total Number of Accounts2,303ACCOUNTS
-
Average Account Value$2,075,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, FL, MN, MT, ND, NE, NV, NY, OR, SD, TX, WA, WI, WY
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