Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Lea mcdaniel Mehls is a financial professional with over 20 years of experience in the financial services industry. Shannon is currently registered as a Registered Representative and Investment Adviser Representative with Cambridge Investment Research Advisors, Inc., and has been with the firm since March 2016. Shannon has held several other positions in the industry, including with Transamerica Financial Advisors, Inc. and Securian Financial Services, Inc. Shannon holds several licenses and certifications, including the Series 6, 7, 24, 63, and 65. Shannon specializes in providing financial planning, portfolio management, and insurance services to individual clients. Shannon is dedicated to helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
03/24/2016 - Present
Cambridge Investment Research Advisors, Inc. (New Richmond WI)
WI
09/04/2009 - 04/14/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NEW RICHMOND WI)
WI
11/18/2005 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (NEW RICHMOND WI)
MN
01/29/2002 - 12/31/2003
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 03/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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