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Shane Richard Madigan

Charles Schwab & CO., Inc.

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About Shane Richard Madigan

Shane Richard Madigan is a financial advisor with Charles Schwab & CO., Inc. based in Lone Tree, CO. Shane has been working in the financial industry since June 2019 and is registered with FINRA as a registered representative. Shane holds the Series 6, Series 7 and Series 63 licenses. Shane's previous roles include positions at USAA Financial Advisors, Inc. and T. Rowe Price Investment Services, Inc. Shane is able to provide services including financial planning.

Firm Information

Shane Madigan is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Shane Madigan’s Registration & Firm History

CO

02/01/2022 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

03/14/2019 - 06/10/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

CO

08/24/2017 - 01/02/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BC

Issued 12/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Shane Richard Madigan.
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