Unclaimed
Sean Patrick Deichert is a financial advisor with Fiduciary Counselling Inc. in Saint Paul, Minnesota. Sean has been in the financial services industry for over 10 years, and holds the Series 66, Series 7, and SIE licenses. Sean is also a Certified Financial Planner. Sean has a diverse background in the financial services industry, having worked with firms such as Bell State Bank & Trust, Cetera Investment Services, Cetera Investment Advisors LLC and LPL Financial LLC. Sean's experience and expertise allows him to help clients develop and implement financial plans that meet their unique needs. Sean specializes in financial planning, investment management, and portfolio management. He works with a variety of clients, including individuals, families, businesses, and charitable organizations. Sean is committed to providing his clients with the highest level of service and expertise.
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.
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.
Strategic management for diversified investment portfolios.
Strategy/allocation advice for investment companies and private funds; investment recommendations for private funds
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.
A percentage of the total value of assets under management is charged.
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MN
01/17/2025 - Present
Fiduciary Counselling Inc. (ST PAUL MN)
MN
02/28/2017 - 12/31/2020
LPL FINANCIAL LLC (MINNEAPOLIS MN)
MN
01/21/2015 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (MINNEAPOLIS MN)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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