Sean Terrance O'reilly
Investment adviser representative at Ffg Retirement Counseling
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$216.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Ffg Retirement CounselingSep 2020 to now
- Ffg Retirement Advisors LLC d/b/a Ffg Retirement CounselingSep 2020 to now
- Ffg Retirement, Inc.Mar 2018 to now
- Gormagus, LLC dba Trailhead SystemsNov 2013 to now
- Foos Financial, Inc dba Ffg Retirement CounselingJan 2006 to now
- Calton & Associates, Inc.Jun 2016 to Mar 2021
- Smart Money Group, LLCJun 2016 to Oct 2020
- Vessel Consultants, IncJan 2008 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ffg Retirement Counseling
Legal name: Ffg Retirement Advisors LLC
$216.5MAssets managed
156Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3241237
- Firm CRD
- 308305