SeanPahut- Financial Advisor Great Falls, MT

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About Sean Pahut

OUR APPROACH IS SIMPLE.

WE STRIVE TO ALLEVIATE THE STRESS AND WORRY FROM MANAGING YOUR WEALTH.

Whether it's a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one - change is inevitable.

Let our team with over 100 years of combined financial experience help you pursue your personalized goals.

See Disclosures

General Information

Firm Start Year

1922

CRD#

2954713

Firm CRD#

6413

Insurance License#

907570

Years of Experience in Financial Services

Work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Money Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 66, Series 63

Insurance and Annuity Licenses

Variable Life, Annuity, Life, Variable Annuity, Long Term Care

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Commissions, Based on Assets

Fee % Based on Assets

Tiered

Minimum Fee Charged for Managed Accounts

1.25

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

BA - Finance

Carroll College
08/20/1989 -06/01/1993

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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Paladin Research Report For:

Sean Pahut

Montana Wealth Management