Sean Patrick Nisil
Investment adviser representative at Root Financial Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm 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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Root Financial PartnersDec 2025 to now
- Ase Private WealthNov 2022 to Nov 2025
- Belpointe Asset Management, LLCNov 2022 to Nov 2025
- Origin FinancialSep 2022 to Nov 2022
- Living Well Financial Advisors, LLCDec 2021 to Dec 2022
- Simplifi, Inc. (formerly Known As Sigdestad Financial, Inc.)May 2014 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Root Financial Partners
Legal name: Root Financial Partners, LLC
$2.1BAssets managed
858Clients
64Advisers
4 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
- 5407497
- Firm CRD
- 290289