Sean M. Flynn
Investment adviser representative at Planvest Financial, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$175.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Planvest Financial, Inc.Mar 2025 to now
- UnemployedNov 2024 to Mar 2025
- Knollwood Investment AdvisoryOct 2018 to Nov 2024
- PNC BankMay 2011 to Sep 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (MD).
Planvest Financial, Inc.
$175.9MAssets managed
309Clients
6Advisers
2 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
- 4198633
- Firm CRD
- 290306