Sean Sweeney
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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 Institutions, Inc.May 2026 to now
- First BankJan 2026 to now
- Central Bank of Boone CountyAug 2025 to Dec 2025
- First BankJun 2025 to Aug 2025
- American Income Life InsuranceNov 2024 to Feb 2025
- Columbia Youth LacrosseSep 2024 to May 2026
- First BankJun 2024 to Aug 2024
- University of MissouriJan 2024 to May 2026
- Big Whiskeys American Restaurant and BarOct 2023 to Dec 2023
- Glendale Chrysler Jeep Dodge RamJun 2023 to Aug 2023
- Drury UniversityAug 2022 to Dec 2023
- Sugar Fire 44Jul 2020 to Jan 2022
- Epic 6Sep 2019 to Jan 2020
- Rockwood Summit High SchoolAug 2018 to May 2022
- Rockwood South Middle SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 8259580
- Firm CRD
- 35371