Sean
Deichert

Fiduciary Counselling Inc

CRD#6435035
Investment Advisor
in Saint Paul, MN

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About this Advisor

Sean Deichert is a certified financial planner based in Saint Paul, Minnesota with 1 year of industry experience. Deichert is an employee of Fiduciary Counselling Inc. Over the course of their career, Deichert has held roles at Bell State Bank & Trust, Cetera Investment Services, Cetera Investment Advisers LLC, Lpl Financial LLC and Fiduciary Counselling, Inc. Deichert has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Fiduciary Counselling Inc is a financial advisory firm based in Saint Paul, MN. The company has a total of 84 employees. It handles $12 billion in assets under management across its 1,667 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 1,667 client accounts, 30% are held by high-net-worth investors who have at least $1 million in investable assets. The business has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Fiduciary Counselling Inc can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2000 Wells Fargo Place 30 East 7Th Street
Saint Paul, MN 55101-4930

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Fiduciary Counselling Inc Brokerage Details

Total Assets Under Management

$11,563,849,942

MN Average: $5,289,111,388
Total Number of Employees

84

MN Average: 157
Total Number of Accounts

1,667

MN Average: 8,262
Average Account Size

$6,936,923

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Sean Deichert Work History

Sean has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Fiduciary Counselling, Inc

2017 - 2020 (3 years)

Lpl Financial LLC

2015 - 2017 (2 years)

Cetera Investment Services

2015 - 2017 (2 years)

Cetera Investment Advisers LLC

2011 - 2021 (10 years)

Bell State Bank & Trust

*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 Deichert 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 Fiduciary Counselling Inc

Jaclyn Steiger
Saint Paul, MN
Isaac Daugherty
Saint Paul, MN
Liddy Achter
Saint Paul, MN
Christian Nielsen
Saint Paul, MN
Sean Deichert
Saint Paul, MN
Adam Tlusty
Saint Paul, MN
Andrew Lang
Saint Paul, MN
Karen Rau
Saint Paul, MN

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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