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Sean Scott Shinaberry

Mpm Wealth Advisors

Holland, OH

CRD 4669676

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Employer firm

Mpm Wealth Advisors CRD 104926

$1.04B regulatory AUM 1,118 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Mpm Wealth Advisors

7429 International Drive Suite A, Holland, OH 43528-8623 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-04-27
OH RA APPROVED 2003-06-26
  • TX RA
    APPROVED_RES
    Since 2017-04-27
  • OH RA
    APPROVED
    Since 2003-06-26

Branch Locations

7429 International Drive, Holland, OH 43528 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mpm Wealth Advisors Maumee OH 05/2002 Present
Previous Registrations
  • 2009-03-11 → 2009-03-26
    Wrp Investments, Inc.
    Youngstown, OH
    Holland, OH
  • 2007-09-26 → 2008-09-15
    Eplanning Advisors Inc
    Roseville, CA
Other Businesses

(1) I am a licensed insurance agent. (2) Shinaberry Properties, owns farm property and leases a portion of the land to other farmers. Time spent on this business: less than 5% (3) Shinaberry Holdings, LLC, I personally own and rent residential units through this LLC., Time Spent on this business: less than 5% (3) On Main, I personally own and rent residential units through this LLC. Time Spent on this business: less than 5% (4) Creating Equity LLC, I am a 4.48% Owner. Passive income of Marco's Pizza investment distributions. Time Spent on this business: less than 5%

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-04-16
S65 Uniform Investment Adviser Law Examination 2003-06-24
  • S63 Uniform Securities Agent State Law Examination
    2004-04-16
  • S65 Uniform Investment Adviser Law Examination
    2003-06-24

View on SEC IAPD

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