Sean S. Shinaberry

MPM WEALTH ADVISORS

HOLLAND, OH 43528

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CRD#: 4669676

Professional summary

Sean Scott Shinaberry is a registered financial advisor currently at MPM WEALTH ADVISORS located in Holland, Ohio.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Sean has worked at 5 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(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%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Scott Shinaberry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 26, 2003 - Present

MPM WEALTH ADVISORS

Office #1: 7429 International Drive, Holland, OH 43528

RIA

CRD#: 104926

HOLLAND, OH

Past

March 11, 2009 - March 26, 2009

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

HOLLAND, OH

Past

March 9, 2009 - November 23, 2012

WRP INVESTMENTS, INC.

CRD#: 7365

HOLLAND, OH

Past

September 26, 2007 - September 15, 2008

EPLANNING ADVISORS INC

RIA

CRD#: 109184

ROSEVILLE, CA

Past

March 7, 2007 - December 24, 2008

EPLANNING SECURITIES, INC.

CRD#: 46000

ROSEVILLE, CA

Past

October 10, 2003 - March 22, 2007

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

MAUMEE, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/26/2003)

IAR

Texas
(4/27/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/16/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/24/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/9/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/2/2007

General Securities Principal Examination

Current Firm

MPM WEALTH ADVISORS

MODERN PORTFOLIO MANAGEMENT INC | MPM WEALTH ADVISORS, INC. | MPM WEALTH ADVISORS INC. | MPM WEALTH ADVISORS | MODERN PORTFOLIO MANAGEMNT INC

CRD#: 104926 / SEC#: 801-50488

RIA

Registered Investment Advisory firm - (11/17/1995 Approved)

Florida

Registered Investment Advisory firm - (3/21/2003 Cancelled)

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Contact information

Main Address

7429 International Drive Suite A, Holland, OH 43528-8623

Mailing Address

Phone number

(419) 861-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MPM WEALTH ADVISORS - FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	2,435
AUM (Assets Under Management)	$ 888,866,554

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sean S. Shinaberry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean Scott Shinaberry's CRS (Customer Relationship Summary).

Certified licenses

Experience

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

EPLANNING ADVISORS INC

EPLANNING SECURITIES, INC.

KESTRA INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

MPM WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 4/16/2004

Series 65

Date: 6/24/2003

Series 7

Date: 10/9/2003

Series 24

Date: 11/2/2007

Current Firm

MPM WEALTH ADVISORS

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MPM WEALTH ADVISORS

TRUST BUT VERIFY

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