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Sean Mark Wilson

Practice Financial Group

Rigby, ID

Jacksonville, OR

CRD 7973920

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Employer firm

Practice Financial Group CRD 289256

$437M regulatory AUM 48 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:

Current Employers
Practice Financial Group

725 N. 5Th Street Suite 200, Jacksonville, OR 97530 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-01-17
TX RA APPROVED 2025-01-17
  • ID RA
    APPROVED
    Since 2025-01-17
  • TX RA
    APPROVED
    Since 2025-01-17

Branch Locations

Rigby, ID • United States

725 N. 5Th Street Suite 200, Jacksonville, OR 97530 • 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
Practice Financial Group Rigby ID 01/2021 01/2025
Practice Financial Group Rigby ID 01/2025 Present
Unemployed Rexburg ID 07/2015 08/2017
Brigham Young University Provo UT 08/2017 04/2021
Designations
  • Certified Financial Planner
Other Names
  • Sean Wilson

View on SEC IAPD

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