Sean Patrick Larkins
Investment adviser representative at Stifel, Nicolaus & Company, Incorporated
10 yearsExperience
1 stateRegistered in
$197.5BFirm assets
51 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 assetsFixed or flat feeCommissions
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
10 years in the industry.
- Stifel, Nicolaus & Company, IncorporatedJun 2026 to now
- Schwab Wealth Advisory Inc.Feb 2026 to Jun 2026
- Charles Schwab & Co., Inc.Jan 2024 to Jun 2026
- Indiana University Recreational SportsAug 2023 to May 2024
- Indiana University Recreational SportsAug 2022 to May 2023
- PinehurstMay 2022 to Aug 2022
- Lippert Co. - Plant 39bMay 2021 to Aug 2021
- Full Time EducationAug 2020 to Dec 2023
- Yesterday's Food and SpiritsNov 2018 to Jul 2020
- Full Time EducationAug 2017 to May 2020
- Full Time EducationAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Stifel, Nicolaus & Company, Incorporated
$197.5BAssets managed
236,191Clients
3,341Advisers
51 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
- 7745148
- Firm CRD
- 793