Sean Wolfe, CFP®

Sean Wolfe, CFP®

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location of Sean Wolfe, CFP®Indianapolis, Indiana, United States

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  • Timeline

  • About me

    Sr. Manager - Private Client Advisor at Charles Schwab

  • Education

    • Kalamazoo College

      2005 - 2009
      Bachelor of Arts (BA)
  • Experience

    • Charles Schwab

      Jan 2014 - Mar 2020

      Chairman's Club- 2015Chairman's Club -2016

      • Private Client Advisor

        Mar 2019 - Mar 2020
      • Associate Private Client Advisor

        May 2017 - Mar 2019
      • Sr. Trading Specialist

        Sept 2015 - Apr 2017
      • Financial Service Professional

        Jan 2014 - Aug 2015
    • JPMorgan Chase Bank, N.A.

      Mar 2020 - Oct 2020
      Vice President- Investments, Private Client Advisor
    • Charles Schwab

      Nov 2020 - now
      Sr. Manager - Private Client Advisor
  • Licenses & Certifications

    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Mar 2015
    • CFP®

      CFP Board
    • Series 9/10

      Financial Industry Regulatory Authority (FINRA)
      Jun 2017
    • Series 7

      Financial Industry Regulatory Authority (FINRA)
      Mar 2015
    • Series 66

      Financial Industry Regulatory Authority (FINRA)
      Sept 2015