Sean Stevenson is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with PEAK FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PEAK FINANCIAL PLANNING, LLC | 2025-09-18 | present | Yes |
| CONFLUENCE WEALTH SERVICES, INC. | 2021-11-04 | 2025-09-12 | — |