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Sean T Lamanna

Mcf Advisors, LLC

Lexington, KY

Lexington, KY

CRD 7320691

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Employer firm

Mcf Advisors, LLC CRD 130372

$4.68B regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Mcf Advisors, Llc

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2020-12-16
  • KY RA
    APPROVED
    Since 2020-12-16

Branch Locations

333 West Vine Street Suite 1740, Lexington, KY 40507 • United States

333 West Vine Street 12Th Floor, Lexington, KY 40507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcf Advisors Llc Lexington KY 12/2020 Present
Mcf Advisors Llc Lexington KY 12/2017 12/2020
Conduent Lexington KY 06/2015 12/2017
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC

Nearby Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

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