Sean Gunning
Sean Gunning is a registered investment advisor at Creative Capital Wealth Management Group, based in Chester Springs, PA, with 11 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 200 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and apply to accounts starting at $500,000.
Fee Estimator
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.
Exams
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