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Sean Canaday

Advisor at BOS Asset Management, LLC

Updated today

Location

Springfield, IL 62711

Credentials

Series 63, Series 65

Industry experience

36 years

About

Sean Canaday is a financial advisor at BOS Asset Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BOS Asset Management since 2023. Prior to that, he has been affiliated with LPL Financial since 2010 and has roles at Bank of Springfield and as a coach since 2007. BOS Asset Management, LLC is a registered investment adviser managing approximately $829 million in assets with a team of seven advisors. The firm offers investment management, financial planning, and retirement plan consulting to a diverse client base, tailoring portfolios through a combination of individualized equity strategies and a rules-based fixed-income approach.

Client services

Based on BOS Asset Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on BOS Asset Management, LLC

Wealth management Business sale tax planning

Occupation focus

Based on BOS Asset Management, LLC

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and consulting services range from $750 to $10,000

Percentage

$0 - $3,000,000: 1.00% $3,000,001 - $7,000,000: 0.90% $7,000,001 - $10,000,000: 0.80% $10,000,001+: 0.70%

Commissions

Certain supervised persons offer securities brokerage services and insurance products under separate commission-based arrangements

Other

Fee-only: Fixed fees for financial planning and consulting services range from $750 to $10,000

Location

3400 Wabash Avenue

Springfield, IL 62711

Most active in

Illinois

Work history

BOS Asset Management, LLC

2023 - Present (3 years)

LPL Financial

2010 - Present (16 years)

Coach

2007 - Present (19 years)

Bank of Springfield

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael S

Series 65

Springfield, IL

Michael J.. Schussele, CPA

Michael Schussele is the sole advisor at Michael J. Schussele, CPA, an independent firm based in Springfield, IL. He holds a Series 65 designation and has 18 years of industry experience. His career includes longstanding operation of his own firm since 1997. The firm provides investment advice primarily to individual investors, as well as trusts, partnerships, corporations, not-for-profits, and retirement plans. It emphasizes personalized investment recommendations based on fundamental and technical analysis, supported by independent research and risk assessment tools, delivering services in person or through a virtual practice.

Retirement income strategy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
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Joseph O

CFP®

Springfield, IL

Lighthouse Financial & Consulting Services, LLC

Joseph Oettel is a CFP® professional with 17 years of experience in financial advising. He has been with Lighthouse Financial & Consulting Services, LLC since 1999 and serves as the firm's sole advisor. Outside of his advisory role, he is a managing member of Integrity Properties, LLC. Lighthouse Financial & Consulting Services, LLC is an independent registered investment adviser managing approximately $15.6 million in discretionary assets. The firm serves individuals, high-net-worth clients, and trusts, providing portfolio management and fee-based financial planning services with a focus on Medicaid planning and insurance advice. Its investment approach incorporates various analytic methods and primarily utilizes exchange-traded funds and U.S. Treasury securities.

Annuities Options & derivatives strategies
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Bradley B

CFP®, Series 63, Series 65

Chatham, IL

Bobb Financial Incorporated

Bradley Bobb is a CFP® professional with 24 years of industry experience. He is the sole advisor at Bobb Financial Incorporated, an independent registered investment adviser based in Chatham, IL. His prior experience includes roles at United Planners Financial Services and Cambridge Investment Research, Inc. He has also been involved with the RDA Financial network and Federal Consulting. Bobb Financial Incorporated provides discretionary investment management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as corporations and business clients. The firm primarily constructs asset-allocation portfolios using passive investment vehicles and offers educational seminars and speaking engagements to groups and the public.

Business sale tax planning Founder/Business Owner
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Walter L

Series 65

Springfield, IL

Salt Creek Hills Money, Ltd.

Walter Lynn is a financial advisor with Salt Creek Hills Money, Ltd. in Springfield, IL, holding a Series 65 credential and 13 years of industry experience. He has worked at Salt Creek Hills Money, Ltd. since 2014 and has also been associated with Skinner, Copper & Ehmen Wealth Management, LLC, and Lynn & Associates. Outside of his advisory work, he serves as trustee of the Walter Lynn, Sr. Trust and holds leadership roles in agricultural-related entities including Lynn Farms, LLC, and Rustic Acres, Inc. Salt Creek Hills Money, Ltd. provides investment advisory services primarily to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a non-discretionary, long-term investment approach focused on mutual funds and typically refers clients to third-party money managers for implementation.

Passive / index investing Wealth management
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David G

Series 63, Series 66

Springfield, IL

Advanced Trader Investment Advisors, LLC.

David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management Real estate investing Executive Founder/Business Owner
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Jerald B

CFP®

Springfield, IL

Wealth Management Services,LLC

Jerald Barkmeier is a CFP® professional with 27 years of experience in the financial services industry. He is the President and sole shareholder of The Barkmeier Group, a tax firm providing accounting, tax preparation, and consulting services. Barkmeier is also the manager and sole shareholder of Wealth Management Services, LLC, where he has worked since 1998. Wealth Management Services, LLC offers personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach, focusing on passive index and ETF exposures complemented by selective active funds and global diversification.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.)
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