Sean Wickersham (Broker Dealer & Partner, President)

Biography

Sean serves as President of Simplicity’s Broker Dealer business. He joined Simplicity through its acquisition of The Leaders Group, for which he is responsible for all aspects of the broker dealer, including compliance, marketing, operations, and technology. 

Prior, Sean headed up the development of the firm’s Registered Representative on-boarding and transition team, overseeing the expansion of recruiting and branding efforts, and the technology platform. He has more than 20 years of experience in the financial services industry. Sean received his B.S. in International Business from the University of Denver and holds Series 7, 24, 66 and state life/health insurance licenses.

Simplicity Group

Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership. In an ever-changing environment, Simplicity’s commitment to working in our clients’ best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.