Unclaimed
Sean Terrence Hipskind is an investment advisor representative at Great Lakes Advisors, LLC, a Chicago-based firm. Sean has been in the industry since 2015. Sean has a Series 66, Series 7, and SIE license. Sean has specialized in the investment services for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Great Lakes Advisors, LLC offers services like portfolio management, financial planning, and selection of other advisors.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fulcrum fee; asset-based fee contingent on performance
1
2
IL
08/28/2020 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
BOTH
Issued 10/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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