Sean Joseph Robinson
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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
11 years in the industry.
- Osaic Wealth, Inc.Feb 2025 to now
- First Interstate BankMar 2022 to now
- Billings Softball AssociationMay 2022 to Aug 2022
- LPL FinancialMar 2022 to Feb 2025
- UnemployedJun 2020 to Mar 2022
- Thryv Inc.May 2019 to Jun 2020
- Cabela'sOct 2018 to May 2019
- Montana State University BillingsAug 2018 to May 2019
- UnemployedJan 2018 to Aug 2018
- Select Quote InsuranceMay 2017 to Jan 2018
- Montana State University BillingsAug 2015 to Jun 2017
- Bighorn ResortAug 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MT).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7527293
- Firm CRD
- 23131