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Sean Scott Shinaberry

MODERN PORTFOLIO MANAGEMENT INC·HOLLAND, Ohio
Series 7, Series 24, Series 63, Series 65Clean record23 years registeredMODERN PORTFOLIO MANAGEMENT INC
7429 INTERNATIONAL DRIVE, HOLLAND, OH 43528-8623CRD# 4669676Firm CRD# 104926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Scott Shinaberry · HOLLAND, OH
Registration
CRD #4669676 · MODERN PORTFOLIO MANAGEMENT INC · 23 years registered
Brand Profile
Not yet started
01

Career History

Jun 2003present
Mar 2009Mar 2009
HOLLAND, OH
EPLANNING ADVISORS INC
Sep 2007Sep 2008
ROSEVILLE, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 26, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MODERN PORTFOLIO MANAGEMENT INC
CRD 104926 · SEC 801-50488
AUM
$795M
Regulatory assets under management
Employees
20
2,403 client accounts
Services offered by MODERN PORTFOLIO MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Sean Scott Shinaberry offer?
Sean Scott Shinaberry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Ohio for a consultation.
What are Sean Scott Shinaberry's credentials?
Sean Scott Shinaberry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Scott Shinaberry located?
Sean Scott Shinaberry is based in HOLLAND, Ohio, working with MODERN PORTFOLIO MANAGEMENT INC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does Sean Scott Shinaberry charge for services?
Sean Scott Shinaberry's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MODERN PORTFOLIO MANAGEMENT INC?
MODERN PORTFOLIO MANAGEMENT INC has approximately 20 employees and manages $795M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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