AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Sean Christian Wood

Sean C. Wood

Some features on this profile are disabled
CRD#: 5728258
Sean Christian Wood

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sean Christian Wood, AIF®, CFP®, ChFC®, CLU®, CPWA® was a registered financial professional .

Sean is a previously registered financial professional and started their career in finance in 2009. Sean had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.)STEWARDSHIP ADVISORY GROUP - ADVISOR - INVESTMENT ADVISORY SERVICES - OCOEE, FL - SINCE 07/2013 - INVESTMENT RELATED 2.)STEWARDSHIP COLORADO, LLC - OWNER - MARKETING NAME, RELATED TO LEGAL AND TAX PURPOSES - EVERGREEN,CO - SINCE 06/2014 - NOT INVESTMENT RELATED 3.)STEWARDSHIP LEGACY COACHING, LLC - REPRESENTATIVE - WORK WITH FAMILIES AND BUSINESS OWNERS TO HELP BUILD STRONG FAMILY AND BUSINESS LEGACIES, AND TO INTEGRATE BIBLICAL STEWARDSHIP INTO THE PROCESS - EVERGREEN, CO - SINCE 07/2013 - NOT INVESTMENT RELATED 4.)CLEAR CREEK COUNTY COMMISSIONER - COMMISSIONER - PROVIDES OVERSIGHT AND GOVERNANCE FOR ALL COUNTY OPERATIONS INCLUDING SHERIFF DEPARTMENT, FIRE & EMS, ROAD AND BRIDGE, AND INTERACTIONS WITH OTHER AGENCIES SUCH AS CDOT - GEORGETOWN, CO - SINCE 01/2017 - NOT INVESTMENT RELATED 5.) GENERATIONAL FAMILY WEALTH, LLC - CO-OWNER AND COACH - COACHING SERVICES RELATED TO MULTI-GENERATIONAL FAMILY GOVERNANCE, CHARITABLE GIFT PLANNING AND HEIR PREPARATION - EVERGREEN, CO - SINCE 04/2021 - NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2012

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

CPWA®

Certified Private Wealth Advisor

Start date: 2022-10-04

Expire date: 2024-09-30

Experience

Past

July 15, 2013 - May 21, 2024

STEWARDSHIP ADVISORY GROUP, LLC

RIA
CRD#: 165710
EVERGREEN, CO
Past

July 5, 2013 - June 7, 2024

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
EVERGREEN, CO
Past

December 12, 2012 - July 8, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
LAKEWOOD, CO
Past

November 18, 2009 - July 8, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LAKEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA
Registered Investment Advisory firm - (3/5/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/22/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/17/2009
General Securities Representative Examination

Current Firm

SA
STEWARDSHIP ADVISORY GROUP, LLC
STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA
Registered Investment Advisory firm - (3/5/2013 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
17011 S.r. 50 Suite 203, Clermont, FL 34711
Mailing Address
Phone number
(407) 470-1405
Established
Firm type
Fiscal year end
# of Employees
187

SEC notice filing (35 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts1,108
AUM (Assets Under Management)$ 261,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710

TRUST BUT VERIFY

Monitor Sean Wood

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics