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Financial Advisors Marion Iowa

Financial Advisors Marion Iowa

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Sean Tobin

LPL Financial Advisor

e: SEAN.TOBIN@TrueWealthStewardship.com
t: 319-337-3477

Sean grew up in a small town in Upstate New York, obtained a bachelor’s degree from Canisius College in Buffalo, NY, and then arrived in Iowa City in 1989 for graduate studies in Exercise Science and to work as a Certified Athletic Trainer. In 1990, he began a 15-year career coaching athletes in the honorable sport of competitive rowing/crew which resulted in several championships and medal-winning performances at regional and national events, including Big Ten and NCAA levels. In 2004, Sean began as a financial advisor by starting an Edward Jones branch office in Mount Vernon, IA. This successful endeavor led to a more regional offering of comprehensive financial services through Wealth Enhancement Group until Sean began his independent practice in February 2014.

Sean has always aspired to leave people and places better than when he found them. The intent is to have a positive impact. This is stewardship. As an independent advisor, Sean’s primary allegiance is to the betterment of the clients he serves. When knowledge and experience are met with a passion for helping others, positive outcomes are realized. Sean applies strategic planning and problem solving towards helping others succeed. By contributing to an individual’s prosperity, they can, in turn, be active in their own contributions to family and community. This is how the world becomes a better and more abundant place.

Sean has made Iowa his home with his best friend and wife, Jill, who was born in Omaha and raised in West Des Moines. Jill graduated from the University of Iowa and serves as the Creative Media Specialist (photo/video) for the University. They have two dynamic young children, Beckett and Marlowe, who are on life’s path of discovery. Their primary pleasures come from experiences which engage water, woods, and wildlife of the natural outdoors in Iowa, Wisconsin, Colorado, and beyond. Sean’s love of music extends to singer/songwriter while his love of rowing finds him in his wooden single scull.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. We do not sell your data to anybody. Ever.

Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Financial Planning offered through TrueWealth Stewardship, LLC, a Registered Investment Advisor and a separate entity from LPL Financial.

The LPL Financial Register Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

Craig Adamson: IA, AZ, CO, FL, GA, IL, IN, KS, KY, MD, MI, MN, MO, NE, NY, OH, SC, TX, VA, WI, WY

Sean Tobin: IA, FL, IL, MO, NY, NC, PA, TX, UT, WI

TrueWealth Stewardship

Toll-Free: 844-774-9284

Office: 319-373-4124

888 10th Street, Suite 101
Marion, IA 52302

1114 N Dodge St., Suite C
Iowa City, IA 52245

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