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Sean Paul Kelleher

RIVERCHASE WEALTH MANAGEMENT, LLC·FLOWER MOUND, Texas
Series 7, Series 24, Series 63CFPClean record21 years registeredRIVERCHASE WEALTH MANAGEMENT, LLC
3419 CROSS TIMBERS ROAD, FLOWER MOUND, TX 75028CRD# 2922697Firm CRD# 156950

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Paul Kelleher · FLOWER MOUND, TX
Registration
CRD #2922697 · RIVERCHASE WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

RIVERCHASE WEALTH MANAGEMENT, LLC
May 2011 – present
H.D. VEST ADVISORY SERVICES, INC
Jan 2005 – Oct 2010
IRVING, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · January 11, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RIVERCHASE WEALTH MANAGEMENT, LLC
CRD 156950 · SEC 801-128962
AUM
$117M
Regulatory assets under management
Employees
6
381 client accounts
Services offered by RIVERCHASE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RIVERCHASE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Sean Paul Kelleher offer?
Sean Paul Kelleher specializes in Financial Planning, Investment Management. Contact their office in FLOWER MOUND, Texas for a consultation.
What are Sean Paul Kelleher's credentials?
Sean Paul Kelleher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Sean Paul Kelleher located?
Sean Paul Kelleher is based in FLOWER MOUND, Texas, working with RIVERCHASE WEALTH MANAGEMENT, LLC. Their office serves clients in the FLOWER MOUND metropolitan area and surrounding communities.
How does Sean Paul Kelleher charge for services?
Sean Paul Kelleher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIVERCHASE WEALTH MANAGEMENT, LLC?
RIVERCHASE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Albert Everett Dean
FLOWER MOUND, TX
CFP

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