Sean Cote - AIF®

Senior Wealth Manager

phone (608) 826-2381
email Madison Office

With more than fifteen years of experience in retirement planning, investment consulting and futures trading, Sean specializes in helping businesses understand how qualified retirement plans work and what options will best meet their specific needs. In his prior role with WHA Financial Solutions, a subsidiary of the Wisconsin Hospital Association, he provided research and reports for investment committees of hospitals to assist in the selection and ongoing monitoring of investments for the retirement plans of those institutions.

Sean assists business clients with managing their current qualified retirement plan. He also creates and conducts employee introduction, enrollment and review meetings for businesses. In addition, Sean performs investment reviews for retirement plan sponsors, as well as for individual clients.


  • University of Wisconsin - Madison - Bachelor of Arts - Sociology


  • Accredited Investment Fiduciary (AIF®)


  • Wisconsin Medical Journal


Sean enjoys many outdoor activities such as running, fishing, hunting, skiing and golf. He is married with two young children, Nora and Collin. Sean spends most of his free time doing family activities including watching his kids participate in a number of different sports and spending time at their family cottage. He is the Treasurer and finance committee member for the Village of Shorewood Hills.