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Our financial advice team


Sean Delaney, Financial Advisor serving the Brookfield, WI area - Ameriprise Advisors

Sean Delaney

APMA

Financial Advisor

Financial Planning Specialist
Trident Financial
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Finance, Michigan Technological University, 2012-2017
  • Bachelor of Science, Accounting, Michigan Technological University, 2012-2017
  • Minor, Economics, Michigan Technological University, 2012-2017

Previous experience

  • Financial Advisor, Prudential, 2017-2024