Sean Gunning
Sean Gunning is a registered investment advisor at Creative Capital Wealth Management Group, based in Chester Springs, PA, with 10 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 194 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creative Capital may manage your investments if you choose. The fee for managing your investments is a percentage of the assets managed. The specific percentage is not listed in this brochure. This fee may be negotiable. This fee is discussed and agreed upon in writing before you engage Creative Capital for asset management services. You may also be charged fees by a third-party money manager.
Location
1208 Kimberton Road, Chester Springs, PA, 19425
Get directionsHistory
Regulatory History (2)
Financial
January 2023Financial
January 2023Other Business ActivitiesSells Insurance
Sean is a managing member of Direct Wholesale USA LLC, selling products on Amazon, and FutureFi Capital Management, a holding company. He also engages in insurance sales through Quantus Group, LLC and tax, financial, and insurance planning through JAG Legacy & Insurance Solutions, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Creative Capital Wealth Management Group
Arkadios CapitalBroker
Previous Registrations
Arkadios Wealth Advisors
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Adp Broker-Dealer, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.