SP
SP

Sean Patikas-Hunter

25 Years of Experience
El Segundo, CA
Broker

Sean Patikas-Hunter is a registered investment advisor at Ameriprise Financial Services, LLC, based in El Segundo, CA, with 25 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 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

2100 Park Place, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sean owns multiple real estate properties, including multi-family and single-family homes, since 2013 and 2015 respectively. Sean also works as a Wealth Advisor for Kinecta Wealth Management (KFIS), dedicating about a quarter of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2024 - Present · 1 yr 9 mos
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 9 mos
Ameriprise Financial Services, LLC
October 2024 - Present · 1 yr 9 mos
Kinecta Financial & Insurance ServicesBroker
June 2006 - Present · 20 yrs 1 mo
Kinecta Financial & Insurance Services
June 2006 - Present · 20 yrs 1 mo
Previous Registrations
LPL Financial LLC
April 2002 - October 2024 · 22 yrs 6 mos
LPL Financial LLCBroker
April 2002 - October 2024 · 22 yrs 6 mos
Morgan Stanley Dw INC.Broker
September 2000 - April 2002 · 1 yr 7 mos
State Registrations30 states
ALARAZCACODCFLGAIAIDINKYLAMDMOMSMTNCNMNVNYOHORPASCTNTXUTVAWA
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.
Sean Patikas-Hunter - Financial Advisor | TrueAdvisor