Sean
O'Bannon
Edelman Financial Engines
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About this Advisor
Sean O'Bannon is a financial advisor based in Walnut Creek, California, working with Edelman Financial Engines. Sean has previously held positions at Tmfs Advisors, LLC and Financial Engines Advisors L.L.C. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Sean is part of Edelman Financial Engines, which operates out of Walnut Creek, California. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sean O'Bannon Work History
Financial Engines Advisors L.L.C
Tmfs Advisors, LLC
Disclosures
Please visit the SEC profile of Sean O'Bannon 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 Edelman Financial Engines
Columbia, SC
Federal Way, WA
Los Angeles, CA
Tafton, PA
Spokane Valley, WA
Phoenix, AZ
Fort Worth, TX
Clifton Park, NY
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