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Sean Lunny

Stoker Ostler, A Part OF BMO Financial Group

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About Sean Lunny

Sean Lunny is a registered investment advisor representative with Stoker Ostler, a part of BMO Financial Group, based in Scottsdale, Arizona. Sean has been in the financial services industry since 2005 and holds Series 6, 7, and 63 licenses. Sean is a Certified Financial Planner® professional and provides financial planning, portfolio management, and educational seminars to individual and institutional clients. Sean has prior experience with Raymond James Financial Services, Vanguard Marketing Corporation, and Purshe Kaplan Sterling Investments.

Firm Information

Sean Lunny is currently registered with Stoker Ostler, A Part OF BMO Financial Group. Stoker Ostler is a wealth management firm based in Scottsdale, Arizona, that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm is a part of BMO Financial Group and has over 9 investment adviser representatives. They manage over $2.5 billion in regulatory assets under management.
Stoker Ostler, A Part OF BMO Financial Group

4900 N. SCOTTSDALE ROAD

SCOTTSDALE, AZ 85251

$2.56B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Lunny’s Registration & Firm History

AZ

06/16/2016 - Present

Stoker Ostler, A Part OF BMO Financial Group (SCOTTSDALE AZ)

AZ

10/17/2011 - 01/18/2012

PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)

AZ

11/03/2008 - 10/17/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)

AZ

07/28/2005 - 11/14/2008

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 08/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/27/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Lunny.
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