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Advisors / California / Laguna Hills
4yrs

Sean Keyes

Financial advisor at MWA Financial Services

Sean Keyes is a fiduciary financial advisor in Laguna Hills, California, with 4 years in the industry. Sean joined MWA Financial Services in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 66 advisors with offices in Laguna Hills, and one of 53 fiduciaries.

Laguna Hills, CA 92653Fiduciary advisor

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office23441 S. Pointe Drive Suite 110, Laguna Hills, CA 92653
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$314,476
Advisors at the firm213
States licensed ?2 states

Services through MWA Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jan 2025 – now

Questions to ask Sean

Tailored to Sean’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Sean

How do I contact Sean?

Call MWA Financial Services at (309) 558-3100 and ask for Sean Keyes. Sean works from the Laguna Hills, CA office.

How long has Sean been a financial advisor?

Sean has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Sean hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Sean a fiduciary?

Sean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Sean paid?

MWA Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sean for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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