Sean Kelly (CRD# 7250269) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Oak Harbor, WA and has over 3 years of experience in the finance industry. Sean Kelly 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.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 1360876
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Financial Group, LLC | Oak Harbor, WA | Mar 2023 - Current | 1 |
| Navy Federal Investment Services, LLC | Oak Harbor, WA | Mar 2023 - Current | 1 |
| Navy Federal Financial Group, LLC | Rancho Cucamonga, CA | Jan 2023 - Mar 2023 | < 1 |
| Navy Federal Investment Services, LLC | Rancho Cucamonga, CA | Jan 2023 - Mar 2023 | < 1 |
| Farther Finance Advisors, LLC | Rancho Cucamonga, CA | Nov 2021 - Jan 2023 | 1 |
| Bank Of America, N.a. | Ontario, CA | May 2020 - Nov 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ontario, CA | Apr 2020 - Nov 2021 | 1 |
| Unemployed | Rancho Cucamonga, CA | Mar 2020 - Apr 2020 | < 1 |
| United States Marine Corps | Twentynine Palms, CA | May 2012 - Mar 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- AK
- CA
- HI
- ID
- MT
- OR
- WA
-
Total Assets Under Management1,473MILLIONS
-
Total Number of Accounts6,072ACCOUNTS
-
Average Account Value$242,558
- A percentage of assets under your management
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.