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Shane Patrick McVan

Osaic Wealth, Inc.

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About Shane Patrick McVan

Shane McVan is an active investment advisor representative with Osaic Wealth, Inc. Shane has been in the industry since 2023 and holds Series 65, Series 6TO, and SIE licenses. Shane works with a wide range of clients, including individuals, families, and businesses. Shane specializes in providing financial planning, portfolio management, and other advisory services to help clients achieve their financial goals. Shane is committed to providing clients with personalized service and comprehensive financial solutions. Shane is also a registered investment advisor representative in Florida.

Firm Information

Shane McVan is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Shane McVan’s Registration & Firm History

FL

08/01/2024 - Present

Osaic Wealth, Inc. (LANTANA FL)

FL

09/04/2023 - 11/06/2023

TRINITY WEALTH SECURITIES, L.L.C. (Miami FL)

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Licenses & Designations

IA

Issued 04/24/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Patrick McVan.
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