Sean Sunderlage
Sean Sunderlage is a registered investment advisor at Allstate Financial Advisors, LLC, based in Saint Charles, MO, with 26 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
1600 Heritage Lndg Ste 103, Saint Charles, MO, 63303-8490
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean receives trails from healthcare insurance companies, but this activity is not investment-related. He also buys and sells rare stamps as a hobby, dedicating minimal time to it.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Prosperity Capital Advisors
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Edward JonesBroker
Aig Capital Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Advice and Planning Services
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nationwide Securities, INC.Broker
Wunderlich Securities, INC.Broker
Raymond James Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.