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Sean Fitzgerald

Advisor at LPL Financial — Branson, MO South Business 65 Highway

Updated today

Credentials

Series 66

Experience

3 years

Location

Branson, MO 65616

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Sean Fitzgerald is a financial advisor with LPL Financial in Branson, MO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Central Bank and Cutting Edge LLC, as well as teaching roles at Missouri State University, Coastal Carolina University, and the University of Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Branson, MO South Business 65 Highway

400 South Business 65 Highway

Branson MO 65616

Advisors at this office

2

Most active in

Missouri · Texas

Work history

3 years of industry experience

LPL Financial

2022 - Present • 4 years

Branson, MO

Central Bank

2022 - Present • 4 years

Branson, MO

Cutting Edge LLC

2021 - 2022 • 1 year

Springfield, MO

Missouri State University

2021 - Present • 5 years

Springfield, MO

Coastal Carolina University

2018 - 2020 • 2 years

Conway, SC

University Of Michigan

2017 - 2017 • 1 year

Ann Arbor, MI

Mt. Pleasant High School

2013 - 2017 • 4 years

Mt. Pleasant, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David D

Series 63, Series 66

Galena, MO

AGH Wealth Advisors, LLC

David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.

General retirement planning General tax planning

Rob J

Series 66

Branson, MO

Edward Jones

Rob Johns is a financial advisor at Edward Jones in Branson, MO, with 9 years of industry experience. He holds the Series 66 designation and previously worked at Central Bank of Branson from 2011 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Michael T

Series 66

Branson, MO

Edward Jones

Michael Taylor is a financial advisor with Edward Jones in Branson, MO, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an organizer of March and October, LLC, an entity formed for property purchase in New Virginia, Iowa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Jacob D

Series 66

Branson, MO

LPL Enterprise

Jacob Dean is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Robbins Financial LLC and Charles Schwab. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Shay R

Series 66

Branson, MO

LPL Enterprise

Shay Robbins is a Series 66-licensed financial advisor with LPL Enterprise and has two years of industry experience. Prior to joining LPL Enterprise, Robbins worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial advising, Robbins is a silent partner in a local pizza business and has been active as a speaker for seminars and workshops since 2005. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services using a platform that integrates adviser programs with insurance and other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Sean P

ChFC®, Series 63

Saddlebrooke, MO

Ameriprise

Sean Prewitt is a financial advisor with Ameriprise, holding the ChFC® designation and Series 63 license, and has 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an independent board member for AGF Mortgage Funding, LLC, and owns office properties in Springfield, MO, and Harrison, AR. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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