SB
CFP
SB
CFP

Sean Budlong

14 Years of Experience
Plainwell, MI
Broker

Sean Budlong is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plainwell, MI, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

220 S. Main St., Plainwell, MI, 49080

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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 is the CEO of BW Majestic Financial LLC, which operates as DBA Majestic Financial with RJFS, dedicating about half of his time to running the practice. He is also a partner/investor in a real estate LLC, SBL2, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Edward Jones
June 2011 - April 2021 · 9 yrs 10 mos
Edward JonesBroker
March 2011 - April 2021 · 10 yrs 1 mo
State Registrations28 states
AKALARAZCACOFLGAIAILINKYMAMIMONVNYOHOKPARISCSDTNTXVAWAWI
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.