Sean
Hummel

Laird Norton Wealth Management

CRD#6421716
Investment Advisor
in Seattle, WA

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About this Advisor

Sean Hummel is a certified financial planner working out of Seattle, Washington. Hummel is an advisor for Laird Norton Wealth Management. Hummel has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Mckinley Capital Management, University Of Alaska Fairbanks, Bank Of America, N.A, Uber, Sean Hummel (Sole Proprietor), Hull Holdings, Hummel Planning, LLC and Laird Norton Wealth Management, LLC. Hummel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Laird Norton Wealth Management is a company that has its headquarters in Seattle, WA. The company has offices in three locations and a total of 97 advisors. It oversees $4 billion in total assets among its 2,706 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 2,706 customer accounts, 77% belong to high-net-worth individuals who have at least $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and educational seminars. Fees for financial management typically depend on which services are offered. Fees billed by Laird Norton Wealth Management likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Avenue, Suite 1600
Seattle, WA 98104-1564

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Laird Norton Wealth Management Brokerage Details

Total Assets Under Management

$4,060,993,183

WA Average: $3,566,627,242
Total Number of Employees

97

WA Average: 46
Total Number of Accounts

2,706

WA Average: 1,499
Average Account Size

$1,500,737

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Educational seminars/workshops

Sean Hummel Work History

Sean has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Laird Norton Wealth Management, LLC

2018 - 2021 (3 years)

Sean Hummel (Sole Proprietor)

2018 - 2023 (5 years)

Hummel Planning, LLC

2017 - 2017 (< 1 year)

Uber

2017 - 2019 (2 years)

Hull Holdings

2015 - 2017 (2 years)

Bank Of America, N.A

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 year)

Mckinley Capital Management

2009 - 2013 (4 years)

University Of Alaska Fairbanks

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sean Hummel 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 Laird Norton Wealth Management

Jeffrey Sain
Seattle, WA
Monica Padineant
Seattle, WA
Angie Myers
Seattle, WA
Kate Donnelly
Seattle, WA
David Hill
Exton, PA
Rebecca Miles
Seattle, WA
Leslie Harrison
Seattle, WA
Charlene Farkas
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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