Meet the Investment Team Sean Rausch
Centralized Wealth Advisor
Sean Rausch is a virtual wealth advisor offering video and phone appointments to clients from diverse backgrounds. He joined Mountain America Investment Services in 2021, bringing with him a passion for helping people find financial peace through customized planning.
Sean holds a Bachelor of Science degree in personal financial planning from Utah Valley University. He holds licenses in Utah State life insurance, SIE, and Series 7 and Series 66 securities licenses through LPL Financial.
When Sean isn’t relieving the stress of financial uncertainty for clients, he enjoys spending time with his family and being outdoors, especially hiking in the mountains. He also speaks Spanish, which allows him to connect with a broader range of clients.
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
