Sean Lannan

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

Forbes Best-In-State Wealth Advisors (2024)

Illinois - Chicago (High Net Worth)

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

Team Member - America's Top Wealth Management Teams: High Net Worth (2023)

Source: Forbes.com (Awarded Nov 2023) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

About Sean Lannan

Watch a video about Sean:
https://players.brightcove.net/644391012001/Hyv5hYd8M_default/index.html?videoId=6352259163112

Sean develops plans for his clients that go far beyond investment management to encompass estate planning and tax minimization strategies, Social Security benefits, insurance coverage, lending and relocation plans. As his clients make the transition from work to retirement, he endeavors to help ensure that they understand the interconnectedness of all these decisions.

A founding member of Trailhead Retirement Planning Group, Sean often serves as the team’s spokesperson,... Read More

The description above is provided by Sean.

Sean Lannan's Awards

2024

Barron's Top 250 Private Wealth Management Teams

2022-2024 Barron's Top 250 Private Wealth Management Teams (formerly referred to as Barron's Top 100 Private Wealth Management Teams, Barron'... Read More

2024

Forbes Best-In-State Wealth Management Teams

2023-2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12... Read More

2023

Barron's Top 1,200 Financial Advisors

2018-2023 Barron’s Top 1,200 Financial Advisors: State by-State (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-Stat... Read More

2024

Forbes Best-In-State Wealth Advisors

2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (2018-2024).Data compiled by SHOOK Research LLC based 12-month time period... Read More

2023

Forbes America’s Top 100 Wealth Management Teams

2022-2023 Forbes America’s Top 100 Wealth Management Teams
Source: Forbes.com (Awarded 2022-2023). Data compiled by SHOOK Research LLC based o... Read More

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