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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Patrick Aikmus is a financial advisor with over 20 years of experience in the industry. Sean Patrick Aikmus is currently registered with LPL Financial LLC and has been with the firm since October 2019. Previously, Sean Patrick Aikmus was affiliated with Woodbury Financial Services, Inc. in Overland Park, KS. Sean Patrick Aikmus holds FINRA Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Sean Patrick Aikmus is also a Certified Financial Planner. Sean Patrick Aikmus offers a variety of financial services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
10/21/2019 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
09/20/2002 - 10/28/2019
WOODBURY FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IA
Issued 12/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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