Sean W. Easterly

BCWM

Overland Park, KS 66223

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CRD#: 6378489

Professional summary

Sean William Easterly, CFP® is a registered financial advisor currently at BCWM located in Overland Park, Kansas.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Sean has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean William Easterly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

May 25, 2016 - Present

BCWM

Office #1: 14221 Metcalf Ave Suite 201, Overland Park, KS 66223

RIA

CRD#: 144748

Overland Park, KS

Past

November 14, 2014 - April 22, 2016

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

LEAWOOD, KS

Past

October 13, 2014 - April 22, 2016

INVEST FINANCIAL CORPORATION

CRD#: 12984

LEAWOOD, KS

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".

BCWM

B & C FINANCIAL, LLC | BOYER CORPORON WEALTH MANAGEMENT | BOYER & CORPORON WEALTH MANAGEMENT, LLC | BCWM, LLC. | BCWM

CRD#: 144748 / SEC#: 801-68214

RIA

Registered Investment Advisory firm - (8/2/2007 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/25/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/12/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/2014

General Securities Representative Examination

Current Firm

BCWM

B & C FINANCIAL, LLC | BOYER CORPORON WEALTH MANAGEMENT | BOYER & CORPORON WEALTH MANAGEMENT, LLC | BCWM, LLC. | BCWM

CRD#: 144748 / SEC#: 801-68214

RIA

Registered Investment Advisory firm - (8/2/2007 Approved)

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Contact information

Main Address

14221 Metcalf Ave Suite 201, Overland Park, KS 66223

Mailing Address

Phone number

(913) 685-2300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BOYER & CORPORON WEALTH MANAGEMENT, LLC - ADV PART II (3/25/2025)

Regulatory assets under management

Total Number of Accounts	364
AUM (Assets Under Management)	$ 599,823,810

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.

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Sean W. Easterly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean William Easterly's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCWM

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

Primary Firm SEC Registration

BCWM

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2014

SIE

Date: 4/22/2016

Series 7

Date: 10/13/2014

Current Firm

BCWM

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCWM

TRUST BUT VERIFY

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