Sean Meldrum
Sean Meldrum is a registered investment advisor at Osaic Institutions, INC., based in Meridiam, ID, with 7 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
1111 S Silverstone Way - 1st floor, Meridiam, ID, 83642
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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 works as a financial advisor for Idaho Central Credit Union and as an IAR for PFG Advisors, dedicating nearly full-time hours to the latter. He also works as an agent for Capitas Financial, soliciting life insurance solutions a few hours per week.
Employment History
Current Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Pfg Advisors
Securities America, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Kms Financial Services, INC.Broker
Kms Financial Services, INC
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Edward Jones
Edward JonesBroker
State Registrations4 states
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.