Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane David Irons is a financial advisor with LPL Financial LLC. Shane has been in the financial industry since 2000. Shane is licensed to provide financial advice in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, North Carolina, North Dakota, Ohio, Oregon, South Carolina, Texas, Washington, Wisconsin and Wyoming. Shane also holds the Series 7, Series 6, Series 63, Series 65 and Series 66 licenses. In addition to working with LPL Financial LLC, Shane also works with Wings Financial CU and Wings Financial Advisors, a DBA for LPL business.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
05/18/2022 - Present
LPL Financial LLC (APPLE VALLEY MN)
MN
08/30/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Eden Prairie MN)
MN
03/22/2017 - 08/17/2018
CETERA INVESTMENT SERVICES LLC (MINNETONKA MN)
MN
10/11/2010 - 03/21/2017
TD AMERITRADE, INC. (EDINA MN)
MN
01/01/2007 - 09/23/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
04/12/2006 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/26/2004 - 04/07/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
CA
12/13/2000 - 10/28/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/16/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
07/27/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
07/26/1999 - 07/21/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
WI
07/31/1998 - 02/02/1999
SEGERDAHL & CO., INC. (MILWAUKEE WI)
OH
02/10/1998 - 07/31/1998
AAG SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 10/12/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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