Sean Thomas Endersbe

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2011 → Present
  Comprehensive Financial Solutions
  St. Louis Park, MN
• 08/2015 → 09/2023
  Sagepoint Financial, Inc.
  St. Louis Park, MN
• 09/2023 → Present
  Osaic Wealth, Inc.
  St Louis Park, MN

Previous Registrations

• 2016-06-27 → 2023-09-01
  Osaic Services, Inc.
  Duluth, MN
  St Louis Park, MN
  St Louis Park, MN
  Elk River, MN

Other Businesses

1) SEAN ENDERSBE INSURANCE POSITION: Owner NATURE: Sole Propreitorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/11/2016 ADDRESS: 221 MAIN ST NW, STE A, ELK RIVER MN 55330-1553, United States DESCRIPTION: I give insurance advice as needed during the financial planning process.I am appointed with the following companies: North American, Minnesota Life/ Securian, Pacific Life, Mass Mutual, Protective. 2) EKE, LLC POSITION: President / CEO NATURE: This business is an LLC. The business facilitates the partnership structure and practice organization for the advisors who are members. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2019 ADDRESS: 221 Main Street, Suite A, Elk River MN 55330, United States DESCRIPTION: Operational leadership of a small partnership.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-25

Designations

• Certified Financial Planner

Other Names

• Thomas Endersbe Sean