Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Segner is an Investment Advisor Representative with Gradient Advisors, LLC and is registered with the state regulators of California, Florida, Minnesota, and Texas. Shane is a Series 65 licensed individual who has been in the industry for 10+ years. Shane provides financial and investment advice to individuals, businesses, and pension plans. Shane is also an engineer with Lockheed Martin. Shane is based in the Arden Hills, Minnesota office of Gradient Advisors, LLC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Referral fees
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MN
07/20/2022 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IA
Issued 04/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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