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Inactive

Sean M. Nash

Creative Planning

Oak Brook, IL

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-06
  • IL RA
    APPROVED
    Since 2026-05-06

Branch Locations

1515 W. 22Nd St., Suite 850W, Oak Brook, IL 60523 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Purshe Kaplan Sterling Investments Chicago IL 06/2017 11/2017
Mcadam Llc Chicago IL 05/2017 05/2018
Cowboy-Monkey Champaign IL 12/2016 04/2017
Life Quotes, Inc. Darien IL 12/2016 01/2017
University Of Illinois At Urbana-Champaign Champaign IL 08/2015 05/2017
Jpmorgan Chase Bank Na Chicago IL 05/2018 07/2024
Jpmorgan Securities Llc Chicago IL 05/2018 07/2024
Lpl Financial Llc Downers Grove IL 07/2024 12/2024
Ennea Wealth Solutions Downers Grove IL 07/2024 12/2024
Private Client Services Downers Grove IL 12/2024 04/2026
Creative Planning, Llc Oak Brook IL 05/2026 Present
  • 06/2017 → 11/2017
    Purshe Kaplan Sterling Investments
    Chicago, IL
  • 05/2017 → 05/2018
    Mcadam Llc
    Chicago, IL
  • 12/2016 → 04/2017
    Cowboy-Monkey
    Champaign, IL
  • 12/2016 → 01/2017
    Life Quotes, Inc.
    Darien, IL
  • 08/2015 → 05/2017
    University Of Illinois At Urbana-Champaign
    Champaign, IL
  • 05/2018 → 07/2024
    Jpmorgan Chase Bank Na
    Chicago, IL
  • 05/2018 → 07/2024
    Jpmorgan Securities Llc
    Chicago, IL
  • 07/2024 → 12/2024
    Lpl Financial Llc
    Downers Grove, IL
  • 07/2024 → 12/2024
    Ennea Wealth Solutions
    Downers Grove, IL
  • 12/2024 → 04/2026
    Private Client Services
    Downers Grove, IL
  • 05/2026 → Present
    Creative Planning, Llc
    Oak Brook, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-03
  • S66 Uniform Combined State Law Examination
    2017-11-03
Designations
Other Names
  • Michael Nash Sean
  • Sean Nash
  • Sean M Nash
  • Sean Michael Nash

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHQUEST CORPORATION
ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

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ALAN P MADEJ
Anthony Joesph Bittman
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Lauren A Mlady
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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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