Sean Thomas Papreck
Advisor at Wellment Financial — Elmhurst, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
10 years
Location
Elmhurst, IL 60126
Wellment Financial
Team
Sean Papreck is a financial advisor at Wellment Financial with 10 years of industry experience and holds a Series 65 designation. He has worked at FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd., where he is also a licensed insurance agent assisting clients with life insurance and fixed annuity products. Additionally, he provides occasional accounting and tax advice through his role at FSR Certified Public Accountants, Ltd. Wellment Financial offers investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning with an emphasis on tax strategies and employs diversified model portfolios utilizing various approaches including value investing, tactical and strategic asset allocation, and direct indexing.
Based on Wellment Financial
Based on Wellment Financial
Fixed fee for one-time financial planning services, minimum $1,000, maximum $24,000
Commission-based compensation for insurance products sold by affiliated insurance agents; separate from advisory fees
Ongoing financial planning services charged as a flat monthly fee ranging from $300 to $1,500 per month
Account minimum: $250,000 Minimum fee: Minimum fixed fee of $1,000 for one-time financial planning services Fee-only: Fixed fees for financial planning services ranging from $1,000 to $24,000 for one-time plans; ongoing planning fees range from $300 to $1,500 per month
Elmhurst, IL
444 N. York Street
Elmhurst IL 60126
Advisors at this office
10
Illinois · Texas
10 years of industry experience
FSR Wealth Management, LTD.
2020 - 2023 • 3 years
Elmhurst, IL
FSR Insurance Planning, Ltd.
2017 - Present • 9 years
Elmhurst, IL
FSR Wealth Management, Ltd.
2016 - Present • 10 years
Elmhurst, IL
FSR Certified Public Accountants, Ltd.
2013 - Present • 13 years
Elmhurst, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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