Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Stoeffler is a financial advisor with SPC in LeMars, IA. Shannon has been in the industry since June 2000 and is a registered representative in Iowa, Nebraska, South Dakota and Wyoming. Shannon is also a registered investment advisor representative in Iowa. Shannon's previous experience includes working at NEXT FINANCIAL GROUP, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, WELLS FARGO INVESTMENTS, LLC, and EDWARD JONES. Shannon offers a range of services to clients including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
IA
02/16/2021 - Present
SPC (LeMars IA)
IA
07/05/2006 - 05/09/2012
NEXT FINANCIAL GROUP, INC. (MERRILL IA)
IA
07/13/2005 - 07/26/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (LE MARS IA)
CA
12/11/2003 - 06/30/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MO
06/07/2000 - 12/03/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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