Sean Bayer (CRD# 6503780) is an Investment Advisor Representative working at Lpl Financial LLC in Black Earth, WI and has over 8 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adventure Credit Union | Grand Rapids, MI | Feb 2024 - Current | < 1 |
| Lpl Financial LLC | Black Earth, WI | May 2022 - Current | 1 |
| Cuna Brokerage Service, Inc. | Waverly, IA | Jun 2015 - Current | 8 |
| Cuna Mutual Group | Waverly, IA | Sep 2013 - Current | 10 |
| Madison Ice Arena | Madison, WI | Sep 2016 - Apr 2017 | < 1 |
| Bayer Landscape LLC | Middleton, WI | Nov 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- TX
- WI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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
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