Sean Terrance O'REilly

Employer firm

Ffg Retirement Counseling CRD 308305

$216M regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2006 → Present
  Foos Financial, Inc Dba Ffg Retirement Counseling
  Centennial, CO
• 06/2016 → 10/2020
  Smart Money Group, Llc
  Centennial, CO
• 11/2013 → Present
  Gormagus, Llc Dba Trailhead Systems
  Centennial, CO
• 01/2008 → 12/2018
  Vessel Consultants, Inc
  Centennial, CO
• 06/2016 → 03/2021
  Calton & Associates, Inc.
  Centennial, CO
• 09/2020 → Present
  Ffg Retirement Advisors Llc D/B/A Ffg Retirement Counseling
  Centennial, CO
• 03/2018 → Present
  Ffg Retirement, Inc.
  Centennial, CO

Previous Registrations

• 2016-06-30 → 2020-10-01
  Smart Money Group, Llc
  Eastland, TX

Other Businesses

No. 1) Name of Business: Gormagus, LLC DBA Trailhead Systems. Non-Investment related. Address: 5975 S Quebec Street, Suite 130, Centennial, CO. Nature of Business: Creates processes and systems for financial advisors. Position/Title/Relationship: Partner. Start Date: 01/2013. Hours per month: 40. Hours per month during Securities trading hours: 40. Duties/Responsibilities: I am the Chief Operating Officer for Trailhead Systems. Oversee the product development and distribution of products and services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-04-22

Designations

• Certified Financial Planner

Other Names

• Sean Oreilly
• Sean Terrance Oreilly