Sean Geary

Current Employers

Employment History

• 12/2015 → 12/2018
  Wells Fargo
  Marquette, MI
• 12/2018 → 05/2023
  Flagstar Bank
  South Bend, IN
• 05/2023 → 03/2025
  Flagstar Bank
  Grand Rapids, MI
• 10/2025 → Present
  Secure Financial Group
  Troy, MI
• 12/2025 → Present
  Secure Asset Management, L.L.C.
  Grand Rapids, MI
• 03/2025 → 10/2025
  Unemployed
  Grand Rapids, MI
• 10/2025 → Present
  Secure Investors Group
  Grand Rapids, MI

Other Businesses

Sean Geary has a financial industry affiliated business as an insurance agent with Secure Investors Group. More than 50% of his time is spent on these activities. From time to time, he offers clients advice or products from these activities. These practices represent conflicts of interest because it gives Mr. Geary an incentive to recommend products based on the commission amount received. This conflict is mitigated by the fact that Mr. Geary has a fiduciary responsibility to place the best interest of the client first and the client always has the right to purchase or decline to purchase any products. Clients have the right to purchase these products through another insurance agent, investment advisor representative, of their choosing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-02