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Ryan Michael Shannon

R.m. Shannon Wealth Management, LLC

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About Ryan Michael Shannon

Ryan Shannon is a financial advisor with over 10 years of experience in the industry. Ryan is registered in Minnesota and North Dakota, and is currently employed by R.M. Shannon Wealth Management, LLC. Ryan specializes in providing financial planning, portfolio management, and selection of other advisors for individuals and businesses. Ryan has a strong background in financial services and has a Certified Financial Planner designation. Prior to joining R.M. Shannon Wealth Management, LLC, Ryan worked at Accredited Investors. Ryan and the team at R.M. Shannon Wealth Management, LLC, work with clients to create a customized financial plan that meets their unique needs. They believe in building strong relationships with their clients and providing them with the guidance and support they need to achieve their financial goals.

Firm Information

Ryan Shannon is currently registered with R.m. Shannon Wealth Management, LLC. R.m. Shannon Wealth Management, LLC is an investment advisor that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $22,918,415 in assets for 137 clients. They also offer selection of other advisors.

$22.92M

Assets Under Management

15

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan Shannon’s Registration & Firm History

MN

05/08/2018 - Present

R.m. Shannon Wealth Management, LLC (ST. PAUL MN)

MN

07/25/2005 - 06/15/2006

MML INVESTORS SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/05/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Michael Shannon.
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