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Sean Patrick Okeefe

Petersen Hastings Wealth Advisors, Inc.

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About Sean Patrick Okeefe

Sean Patrick O'Keefe is an investment advisor representative at Petersen Hastings Wealth Advisors, Inc. Sean Patrick O'Keefe has been in the securities industry for over 2 years. Sean Patrick O'Keefe is registered to provide investment advisory services in Washington. Sean Patrick O'Keefe has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination.

Firm Information

Sean Okeefe is currently registered with Petersen Hastings Wealth Advisors, Inc.. Petersen Hastings Wealth Advisors, Inc. is a wealth management firm based in Kennewick, WA. They offer a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Their client base includes high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. They currently manage over $1 billion in assets for their clients.
Petersen Hastings Wealth Advisors, Inc.

8203 W QUINAULT

KENNEWICK, WA 99336

$1.12B

Assets Under Management

Not reported

Total Clients

20

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Sean Okeefe’s Registration & Firm History

WA

07/11/2024 - Present

Petersen Hastings Wealth Advisors, Inc. (Spokane WA)

WA

02/06/2023 - 06/17/2024

LPL FINANCIAL LLC (SPOKANE WA)

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Licenses & Designations

IA

Issued 04/27/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Patrick Okeefe.
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