Sean
Schickel

Sgl Financial, LLC

CRD#6674723
Investment Advisor
in Fredericksburg, VA

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About this Advisor

Sean Schickel is a financial advisor based in Fredericksburg, Virginia, working with Sgl Financial, LLC. Sean has previously held positions at the United States Marine Corps, Blue And Gray Insurance, and Sgl Financial, LLC. Sean has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Sean is part of Sgl Financial, LLC, which operates out of Fredericksburg, Virginia. The firm has 6 offices and 19 employees. The firm manages assets totaling $214.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Sgl Financial, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

420 Hudgins Road Suite 105
Fredericksburg, VA 22408

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Sgl Financial, LLC Brokerage Details

Total Assets Under Management

$214,042,234

VA Average: $6,674,516,078
Total Number of Employees

19

VA Average: 44
Total Number of Accounts

1,524

VA Average: 2,564
Average Account Size

$140,448

VA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sean Schickel Work History

2017 - Present (7 years)

Sgl Financial, LLC

2015 - Present (9 years)

Blue And Gray Insurance

1991 - 2015 (24 years)

United States Marine Corps

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Sean Schickel 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 Sgl Financial, LLC

Steven Thomas
Buffalo Grove, IL
Martin Kohlieber
Buffalo Grove, IL
Jennifer Eberwein
Buffalo Grove, IL
Daniel Fitzgerald
Buffalo Grove, IL
Ryan Filiaggi
Lewes, DE
Bryan Stiger
Buffalo Grove, IL
Dylan Cowen
Buffalo Grove, IL
Robert Eisenberg
Buffalo Grove, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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