A complete list of active advisors currently associated with Seeker Financial LLC
Warmer can help you find a great advisor at Seeker Financial LLC or one who fits your needs even better.
Seeker Financial LLC is a newly formed, state-registered investment adviser that provides discretionary investment management and integrated financial planning, and also offers standalone planning engagements. The firm’s brochure states it works with individuals, families, trusts, estates, charitable organizations, and small businesses, and it reported no assets under management as of the most recent filing. The firm describes an investment process that blends fundamental analysis, passive strategies and modern portfolio theory with a preference for long-term holdings and infrequent short-term trading, implementing client accounts through an independent custodian under discretionary authority. Seeker tailors portfolios to client objectives and allows client-imposed restrictions, and it includes financial planning as part of ongoing management while also offering separate, hourly planning engagements. Distinctive aspects in the brochure include the firm’s offering of educational seminars and speaking engagements for groups and its explicit inclusion of charitable organizations and small businesses among target client types—segments that are less typical for firms in this category. The principal also provides seasonal tax-preparation services in a separate capacity, creating an additional service relationship that prospective clients may consider when evaluating the firm.
To learn more about the advisors currently working at Seeker Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Afton, WY
| 2
|
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