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Sheridan Delaney Fearing

Advisor at Private Advisor Group, LLC — Alexandria, MN

Updated today

Credentials

Series 66

Experience

2 years

Location

Alexandria, MN 56308

Private Advisor Group, LLC logo

Private Advisor Group, LLC

Enterprise

Total advisors

921

Across 420 offices

Clients per advisor

181 Very High

Avg AUM per client

$330,212 Low

HNW client ratio

17% Typical

About

Sheridan Fearing is a Series 66-licensed financial professional with two years of industry experience. He currently works at Private Advisor Group, LLC and previously was associated with LPL Financial/StoneBridge Wealth Management, LLC. Outside of advisory work, he is a notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s fiduciary-based model includes proprietary managed account solutions and access to third-party managers, utilizing various investment strategies and technology platforms.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Expertise

Based on Private Advisor Group, LLC

Annuities

Occupation focus

Based on Private Advisor Group, LLC

Founder/Business Owner

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Fee options

Fixed

Flat fee arrangements possible for certain services or periods, subject to negotiation.

Percentage

$0 - 'level set in client agreement': Negotiated up to a maximum of 2.00% annually for non-wrap accounts $0 - 'level set in client agreement': Up to 2.25% annually for wrap accounts

Commissions

Commissions charged on securities transactions if clients engage certain IARs in their capacity as registered representatives of LPL; Firm receives no part of these commissions.

Project-based

Hourly fees for financial planning and consulting services, negotiable based upon scope of services.

Subscriptions

Subscription-based payment plans available for financial planning and consulting services.

Other

Minimum fee: The Firm does not generally require an annual minimum fee or asset level for investment advisory services, but can reduce its annual minimum fee or charge a lesser fee based on various criteria. Fee-only: Negotiable fees including fixed fees, hourly fees, or subscription-based payment plans for financial planning and consulting services.

Location

See office

Alexandria, MN

510 22nd Avenue E, Suite 202 B

Alexandria MN 56308

Advisors at this office

3

Most active in

Minnesota

Work history

2 years of industry experience

Private Advisor Group, LLC

2024 - Present • 2 years

Morristown, NJ

LPL Financial/StoneBridge Wealth Management, LLC.

2021 - Present • 5 years

Alexandria, MN

The Dashery, LLC

2021 - 2021 • 1 year

Alexandria, MN

Full Time Student at University of North Dakota

2017 - 2021 • 4 years

Grand Forks, ND

Full Time Student Alexandria Public Schools

2014 - 2017 • 3 years

Alexandria, MN

Disclosures

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

Business activities & affiliations

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Daniel K

Series 63, Series 65

Alexandria, MN

Fortis Group Advisors LLC

Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Real estate investing Founder/Business Owner Executive
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Brian F

Series 63, Series 65

Alexandria, MN

Focus Financial

Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Executive Founder/Business Owner
user avatar

Will O

CFP®, Series 65

Alexandria, MN

Inspire Advisors, LLC

Will Odland is a CFP® and Series 65-licensed financial advisor at Inspire Advisors, LLC with two years of industry experience. Prior to joining Inspire Advisors, he worked at Vermillion Wealth Management Inc. and Rosemount, Inc., among other firms. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individual clients—including high-net-worth individuals—as well as institutions and charitable organizations. The firm emphasizes Biblically Responsible Investing through its proprietary tools and employs a mix of fundamental, technical, and quantitative methods to construct portfolios, often delegating management to sub-advisors or affiliated managers.

ESG / Sustainable investing
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Brett M

CFP®, Series 66

Alexandria, MN

Focus Financial

Brett Maloney is a CFP® with seven years of experience in financial advising, currently associated with Focus Financial and OSAIC. His background includes service in the United States Air Force and brief tenures at Aagard and a period of unemployment in 2018. He is also the owner of Maloney Financial LLC, established for tax purposes related to his securities business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning with diverse investment strategies.

Executive Founder/Business Owner
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Christine S

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Christine Schroeder is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has worked at Private Advisor Group and LPL Financial since 2012 and previously at Merrill from 2004 to 2012. She operates under the DBA StoneBridge Wealth Management in Alexandria, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model with multiple investment strategies and utilizes proprietary technology platforms for portfolio management.

Annuities Founder/Business Owner
user avatar

Mark O

Series 63, Series 65

Alexandria, MN

Private Advisor Group, LLC

Mark Opp is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior work includes eight years at Merrill followed by roles at both Private Advisor Group and LPL Financial since 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment methods, often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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