Sean Paul Kelleher

Employer firm

Riverchase Wealth Management, LLC CRD 156950

$251M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Riverchase Financial Planning, Llc (156950)
  Lewisville, TX
• 12/2011 → 11/2016
  Kelleher Dean Tax Advisors, Llc
  Lewisville, TX

Previous Registrations

• 2005-01-11 → 2010-10-07
  Avantax Advisory Services
  Irving, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-26

Designations

• Certified Financial Planner

Other Names

• Sean Paul Kelleher