Sean P. Deichert

FIDUCIARY COUNSELLING

St Paul, MN 55101-4930

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CRD#: 6435035

Professional summary

Sean Patrick Deichert, CFP® is a registered financial advisor currently at FIDUCIARY COUNSELLING INC located in St Paul, Minnesota.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Sean has worked at 4 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 Patrick Deichert'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

January 4, 2022 - Present

FIDUCIARY COUNSELLING INC

Office #1: 30 East 7th Street, Suite 2000, St Paul, MN 55101-4930

RIA

CRD#: 104753

St Paul, MN

Past

February 28, 2017 - December 31, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

MINNEAPOLIS, MN

Past

February 28, 2017 - December 31, 2020

LPL FINANCIAL LLC

CRD#: 6413

MINNEAPOLIS, MN

Past

April 14, 2015 - February 28, 2017

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MINNEAPOLIS, MN

Past

January 21, 2015 - February 28, 2017

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

MINNEAPOLIS, MN

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".

FIDUCIARY COUNSELLING INC

CRD#: 104753 / SEC#: 801-4158

RIA

Registered Investment Advisory firm - (12/7/1966 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

Minnesota
(1/4/2022)

IAR

Texas
(1/17/2025)

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: 3/31/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2015

General Securities Representative Examination

Current Firm

FIDUCIARY COUNSELLING INC

CRD#: 104753 / SEC#: 801-4158

RIA

Registered Investment Advisory firm - (12/7/1966 Approved)

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Contact information

Main Address

30 East 7th Street, Suite 2000, St Paul, MN 55101-4930

Mailing Address

Phone number

(651) 228-0935

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 FORM ADV BROCHURE (9/22/2025)

Regulatory assets under management

Total Number of Accounts	1,721
AUM (Assets Under Management)	$ 9,504,938,311

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
11/20/2024	Cover Page	Report
11/13/2023	Cover Page	Report
10/25/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Sean P. Deichert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Patrick Deichert's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

Primary Firm SEC Registration

FIDUCIARY COUNSELLING INC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2015

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2015

Current Firm

FIDUCIARY COUNSELLING INC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY COUNSELLING INC

TRUST BUT VERIFY

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