Sean
Lunny
Stoker Ostler, A Part Of Bmo Financial Group
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About this Advisor
Sean Lunny is a financial advisor based in Scottsdale, Arizona, working with Stoker Ostler, A Part Of Bmo Financial Group. Sean has previously held a position at Stoker Ostler. Sean has passed the Series 63 regulatory exam and is registered to provide services in Arizona. Currently, Sean is part of Stoker Ostler, A Part Of Bmo Financial Group, which operates out of Scottsdale, Arizona. The firm has 1 office and 26 employees. The firm manages assets totaling $2.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Stoker Ostler, A Part Of Bmo Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stoker Ostler, A Part Of Bmo Financial Group Brokerage Details
$2,556,150,742
26
4,225
$605,006
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Sean Lunny Work History
Stoker Ostler
Disclosures
Please visit the SEC profile of Sean Lunny to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stoker Ostler, A Part Of Bmo Financial Group
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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