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Sean Kilmartin

Advisor at Stark Financial Advisers, Inc.

Updated today

Location

Okeechobee, FL 34972

Credentials

Series 63, Series 65

Industry experience

39 years

Client services

Based on Stark Financial Advisers, Inc.

Portfolio management

Expertise

Based on Stark Financial Advisers, Inc.

Options & derivatives strategies

Fee options

Percentage

$0 - $150,000: 2.00% $150,000 - $500,000: 1.65% $500,000 - $2,000,000: 1.50%

Other

Account minimum: $100,000

Location

16950 U.S. Highway 441 North

Okeechobee, FL 34972

Most active in

Florida · North Carolina

Work history

Stark Financial Advisers, Inc.

2015 - Present (11 years)

R.M. Stark & Co., Inc.

1996 - Present (30 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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Gary S

Series 63, Series 65, Series 66

Okeechobee, FL

Stark Financial Advisers, Inc.

Options & derivatives strategies
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Cameron T

Series 63, Series 65

Okeechobee, FL

Eagle Strategies (NY Life)

Cameron Tewksbury is a financial advisor with Eagle Strategies (NY Life) in Okeechobee, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been affiliated with New York Life Insurance Co since 2015 and Nylife Securities LLC since 2017. Outside of his advisory role, he serves as an alternate board member of the Economic Council of Okeechobee. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with a network of over 2,000 investment adviser representatives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Susan B

Series 63, Series 65

Okeechobee, FL

LPL Financial

Susan Bonanno is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She previously worked at Lincoln Investment Planning for 12 years before joining LPL Financial. Outside of her advisory role, she owns Dreams Come True Farms LLC, a business unrelated to investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Julia E

Series 66

Okeechobee, FL

Fidelity

Bryan F

Series 66

Okeechobee, FL

Edward Jones

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