Sean Pahut

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About Sean Pahut

For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, attention to detail, and unwavering commitment to the well-being of my clients are the hallmarks of my service process.

I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children's school and sport activities.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Research This Advisor" section above.

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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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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

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Paladin Research Report For:

Montana Wealth Management