Sean
Shinaberry
Mpm Wealth Advisors
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About this Advisor
Sean Shinaberry is a financial advisor operating in Holland, Ohio with a total of 20 years of relevant experience. Shinaberry is on the advisory team at Mpm Wealth Advisors. Their career trajectory has included roles at Modern Portfolio Management and Wrp Investments, Inc. Shinaberry has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Ohio and Texas. Mpm Wealth Advisors is a registered investment firm based out of Holland, OH. The firm has offices in 11 locations and a total of 20 advisors. It oversees $665 million in assets between its 2,483 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to two charitable organizations. Of its 2,483 customer accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets. Mpm Wealth Advisors provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Mpm Wealth Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mpm Wealth Advisors Brokerage Details
$665,000,151
20
2,483
$267,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Sean Shinaberry Work History
Sean has been registered as a financial advisor for 20 years.*
Wrp Investments, Inc
Modern Portfolio Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sean Shinaberry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mpm Wealth Advisors
Naples, FL
Holland, OH
Grand Rapids, MI
Miramar Beach, FL
Holland, OH
Southfield, MI
Holland, OH
Holland, OH
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