Sean
Sweeney
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Sean Sweeney is a financial advisor working in Plano, Texas who has 5 years of industry experience. Sweeney is on the advisory team at United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Sweeney has held roles at Austin College, Axa Advisors, Andregg Contracting, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, United Planners Financial Services and The Mayben Company. Sweeney holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. United Planners' Financial Services Of America A Limited Partner is a registered investment business operating out of Scottsdale, AZ. It has offices in 209 locations and a total of 567 employees. It oversees $6 billion in assets under management between its 50,361 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 50,361 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which service is provided. Fees billed by United Planners' Financial Services Of America A Limited Partner most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Sean Sweeney Work History
Sean has been registered as a financial advisor for 5 years.*
United Planners Financial Services
The Mayben Company
Andregg Contracting
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Axa Advisors
Austin College
*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 Sweeney 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 United Planners' Financial Services Of America A Limited Partner
Sumner, IA
Scottsdale, AZ
Minnetonka, MN
Salisbury, NC
Cypress, CA
Scottsdale, AZ
Scottsdale, AZ
Matthews, NC
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.
