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Sean Mcgerr

Wells Fargo Advisors
30 Years of Experience
Lincoln, NE
2 DisclosuresBroker
View SEC Summary
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Sean Mcgerr is a registered investment advisor at Wells Fargo Advisors, based in Lincoln, NE, with 30 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

6003 Old Cheney Rd Ste 200, Lincoln, NE, 68516

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2024
Pending
Customer Dispute
October 2012
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2021 - Present · 5 yrs 3 mos
Wells Fargo Advisors
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2009 - February 2021 · 12 yrs
UBS Financial Services INC.
February 2009 - February 2021 · 12 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2006 - February 2009 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - February 2009 · 3 yrs 1 mo
Nylife Securities INC.Broker
December 2003 - February 2006 · 2 yrs 2 mos
MML Investors Services, INC.
February 2003 - December 2003 · 10 mos
MML Investors Services, INC.Broker
November 2002 - December 2003 · 1 yr 1 mo
Morgan Stanley
August 2000 - December 2002 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
June 2000 - December 2002 · 2 yrs 6 mos
U.S. Bancorp Piper Jaffray INC.Broker
January 1996 - June 2000 · 4 yrs 5 mos
State Registrations34 states
ALARAZCACODCFLGAIAILINKSMDMEMIMNMONCNENMNVNYOHOKORPASCSDTNTXUTVAWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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