SM
Sean M. Mcdowell
FINANCIAL PLANNING FIRST
TUSCON, AZ 85718
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CRD#: 8267072
SM
Sean Michael McdowellFINANCIAL PLANNING FIRST
Professional summary
Sean Michael Mcdowell is a registered financial advisor currently at FINANCIAL PLANNING FIRST, LLC located in Tuscon, Arizona.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Sean has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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) Tucson Fire Department 2) Non Investment-related 3) 300 S Fire Central Place, Tucson AZ 85701 4) Fire Department 5) Paramedic/firefighter 6) State date: 07/13/2009 7) Hours per month: 242 8) Hours devoted during securities trading hours: (varies based on schedule) 9) All duties pertaining to emergency medial and fire response.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Michael Mcdowell's 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®
NoneExperience
Current
July 21, 2026 - Present
FINANCIAL PLANNING FIRST, LLC
Office #1: 3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718RIA
CRD#: 319273
TUSCON, AZ
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".
FP
FINANCIAL PLANNING FIRST, LLC
FINANCIAL PLANNING FIRST, LLC
CRD#: 319273 / SEC#: 801-134756
RIA
Registered Investment Advisory firm - (11/19/2025 Approved)Arizona
Registered Investment Advisory firm - (11/20/2025 Terminated)California
Registered Investment Advisory firm - (12/20/2025 Terminated)Idaho
Registered Investment Advisory firm - (11/20/2025 Terminated)New York
Registered Investment Advisory firm - (11/20/2025 Terminated)Texas
Registered Investment Advisory firm - (11/20/2025 Terminated)Washington
Registered Investment Advisory firm - (12/20/2025 Terminated)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
Arizona(7/21/2026)
Current Firm
FP
FINANCIAL PLANNING FIRST, LLC
FINANCIAL PLANNING FIRST, LLC
CRD#: 319273 / SEC#: 801-134756
RIA
Registered Investment Advisory firm - (11/19/2025 Approved)Arizona
Registered Investment Advisory firm - (11/20/2025 Terminated)California
Registered Investment Advisory firm - (12/20/2025 Terminated)Idaho
Registered Investment Advisory firm - (11/20/2025 Terminated)New York
Registered Investment Advisory firm - (11/20/2025 Terminated)Texas
Registered Investment Advisory firm - (11/20/2025 Terminated)Washington
Registered Investment Advisory firm - (12/20/2025 Terminated)Loading...
Contact information
Main Address
3567 E Sunrise Dr Ste B237, Tuscon, AZ 85718
Mailing Address
Phone number
(520) 314-1301
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 815 |
| AUM (Assets Under Management) | $ 109,479,671 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
