Sean McDowell has been an investment adviser representative at Financial Planning First since July 2026, and is not listed among the firm’s executive officers or direct owners.
Financial Planning First, LLC is a Tuscon, AZ firm with $114M under management, 296 clients and 1 adviser in one office, as of its March 2026 filing.
- – present · under a yearTuscon, AZ · Adviser representative · Firm CRD 319273
Investment adviser representative registrations
Sean McDowell is registered as an investment adviser representative in Arizona, since July 2026.
- ArizonaSince 21 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sean Michael McDowell
- CRD
- 8267072
- Firm
- Financial Planning First · CRD 319273
- Office
- 3567 E SUNRISE DR STE B237, Tuscon, AZ 85718
- Registration
- Investment adviser registration
- In the industry since
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Sean McDowell work?
Sean McDowell is an investment adviser representative registered through Financial Planning First, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Sean McDowell a financial advisor?
Yes. Sean McDowell has a current investment-adviser registration in Arizona, through Financial Planning First since July 2026.
How many years of experience does Sean McDowell have?
Sean McDowell has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Sean McDowell passed?
Sean McDowell passed the Series 65 in July 2026.
Where is Sean McDowell based?
Sean McDowell’s registered office is in Tuscon, AZ.
Is Sean McDowell registered with FINRA?
No. Sean McDowell has no current broker registration.
How can I verify Sean McDowell’s record?
Search CRD 8267072 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean McDowell’s full registration record.
