Sean Tobin
Sean Tobin is a registered investment advisor at LPL Financial LLC, based in Iowa City, IA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1114 N Dodge St Suite C, Iowa City, IA, 52245
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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 is a financial advisor and producer for True Wealth Stewardship, focusing on non-variable insurance, dedicating about 10-20% of his time. He also operates True Wealth Stewardship as a DBA for his LPL business, spending full-time hours on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Truewealth Stewardship, LLC
Plan2thrive Financial Services
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations12 states
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