![Sean Steward, financial advisor Eau Claire WI](/img/ws/profile-blank-sq.png)
Sean Steward (CRD# 7258379) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Eau Claire, WI and has over 2 years of experience in the finance industry.
![Kevin McKinley, financial advisor Eau Claire WI](/img/ws/profile-blank-sq.png)
CRD# 1177018
Mckinley Money, LLC
![Melissa Albrecht, financial advisor Eau Claire WI](/img/ws/profile-blank-sq.png)
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Amy Anderl, financial advisor Eau Claire WI](/img/ws/profile-blank-sq.png)
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
U.s. Bancorp Investments, Inc. | Eau Claire, WI | May 2020 - Current | 4 |
Net Health Shops LLC | Eau Claire, WI | Nov 2018 - May 2020 | 1 |
Radial | Eau Claire, WI | Jun 2016 - Nov 2018 | 2 |
Jm Davis LLC | Menomonie, WI | Dec 2014 - Jun 2016 | 1 |
Bank Mutual | Menomonie, WI | Dec 2014 - May 2015 | < 1 |
Associated Bank | Neillsville, WI | Jun 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- WI
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- 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)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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