Sean Wood (CRD# 5728258) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Evergreen, CO and has over 14 years of experience in the finance industry. Sean Wood 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Generational Family Wealth, LLC | Evergreen, CO | Apr 2021 - Current | 2 |
Clear Creek County Commissioner | Georgetown, CO | Jan 2017 - Current | 7 |
Stewardship Colorado, LLC | Evergreen, CO | Jun 2014 - Current | 9 |
United Planners' Financial Services | Scottsdale, AZ | Jul 2013 - Current | 10 |
Stewardship Advisory Group | Ocoee, FL | Jul 2013 - Current | 10 |
Stewardship Legacy Coaching, LLC | Evergreen, CO | Jul 2013 - Current | 10 |
Colorado Commission On The Aging | Denver, CO | Nov 2017 - Aug 2022 | 4 |
Stewardship Estate Planning | Evergreen, CO | Jul 2014 - Dec 2020 | 6 |
Flatirons Community Church | Lafayette, CO | Apr 2015 - Apr 2018 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- CO
- TX
- WA
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Total Assets Under Management270MILLIONS
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Total Number of Accounts966ACCOUNTS
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Average Account Value$279,296
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WY
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