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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Mary Connor is an investment advisor representative with IWP Wealth Management LLC. Shannon holds a Series 65 license and has been actively involved in the financial services industry since 2012. Shannon has experience working with a range of clients, including high-net-worth individuals, pooled investment vehicles, and other investment advisors. IWP Wealth Management LLC provides a variety of financial services, including financial planning, selection of other advisors, and portfolio management for individuals, pooled investment vehicles, and businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
06/27/2024 - Present
IWP Wealth Management LLC (DENVER CO)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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