Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Kirk Obert is an investment advisor representative with Principal Advised Services, based in Coon Rapids, IA. Shannon has been working in the financial industry since May 24, 2001, and holds licenses in all 50 states and the District of Columbia. Shannon is a Chartered Financial Consultant and specializes in providing investment advice to participants in Principal retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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IA
07/31/2023 - Present
Principal Advised Services (COON RAPIDS IA)
BOTH
Issued 01/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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