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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 Collins is an investment advisor representative with Creative Planning based in San Antonio, Texas. Sean has over 20 years of experience in the financial services industry. Prior to joining Creative Planning, Sean was an investment advisor at USAA Investment Services Company. Sean is also a registered investment advisor in Texas.
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.
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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2
KS
04/20/2022 - Present
Creative Planning (OVERLAND PARK KS)
TX
06/08/2020 - 12/31/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
03/16/2005 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
MA
01/29/2004 - 03/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
01/02/2003 - 01/07/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NY
06/26/2001 - 11/21/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
10/08/1990 - 06/26/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/24/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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