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Sean Thomas Papreck

WELLMENT FINANCIAL
ELMHURST, IL
·CRD# 6424813·10 years experience

Professional Summary

Sean Thomas Papreck, who also goes by Sean Papreck, is a registered financial advisor currently at WELLMENT FINANCIAL located in Elmhurst, Illinois. Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Sean has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sean Papreck

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

WELLMENT FINANCIAL·CRD# 166746
RIA
444 N. York Street, Elmhurst, IL 60126
September 28, 2016 - Present

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Current Firm

WF
WELLMENT FINANCIAL

FSR CPA'S LTD | WELLMENT FINANCIAL | FSR WEALTH STRATEGIES | FSR WEALTH MANAGEMENT, LTD. | FSR INSURANCE PLANNING LTD

CRD#: 166746 / SEC#: 801-122241
RIA
Registered Investment Advisory firm - SEC (9/7/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/7/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/15/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

444 N. York Street, Elmhurst, IL 60126

Phone Number

(630) 993-8200

# of Employees

21

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WELLMENT FINANCIAL ADV 2A (2/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,266

AUM (Assets Under Management)

$312,671,001

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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.

FSR Certified Public Accountants, Ltd., Non-Investment Related, 444 North York Street, Elmhurst, IL 60126, Certified Public Accounting firm, Client Services Representative, 2013 to present, <1 hour/month, <1 hour/month during Business Hours, occasionally will offer clients accounting or tax advice or services. FSR Insurance Planning, Ltd., Investment Related, 444 North York Street, Elmhurst, IL 60126, Insurance agency, Licensed Insurance Agent, Feb 2017 to present, 16 hours/month, 16 hours/month during Business Hours, Assist with sales of life insurance and fixed annuity products, Service and Support for clients with life insurance and fixed annuity products.

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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".
WF
WELLMENT FINANCIAL

FSR CPA'S LTD | WELLMENT FINANCIAL | FSR WEALTH STRATEGIES | FSR WEALTH MANAGEMENT, LTD. | FSR INSURANCE PLANNING LTD

CRD#: 166746 / SEC#: 801-122241
RIA
Registered Investment Advisory firm - SEC (9/7/2021 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/7/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/15/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Illinois
(9/28/2016)
IAR
Texas
(5/2/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2016About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Sean Thomas Papreck's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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