Sean William Hanley

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 09/2011 → 12/2022
  Td Ameritrade
  New York, NY
• 12/2022 → 08/2023
  Charles Schwab And Co., Inc.
  New York, NY
• 10/2023 → 08/2024
  Flagstar Bank N.A.
  East Meadow, NY
• 10/2023 → 08/2024
  Lpl Financial Llc
  East Meadow, NY
• 09/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-10-08 → 2024-09-03
  Lpl Financial Llc
  Freeport, NY
  Merrick, NY
  Oceanside, NY
  East Meadow, NY
• 2022-01-26 → 2023-08-21
  Charles Schwab & Co., Inc.
  New York, NY
• 2012-07-16 → 2023-08-19
  Td Ameritrade Investment Management, Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2012-07-16 → 2022-10-14
  Td Ameritrade, Inc.
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2012-07-14
• S65 Uniform Investment Adviser Law Examination
  1998-01-13
• S63 Uniform Securities Agent State Law Examination
  1998-01-12

Designations

• Certified Financial Planner