Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Melissa Linder is a financial advisor with over 20 years of experience in the industry. Shannon is currently registered as an Investment Advisor Representative with The Colony Group, LLC, and has previously held similar roles with LPL Financial LLC, Smith Hayes Financial Services Corporation, Waddell & Reed, Inc. and Securities America, Inc. Shannon's expertise encompasses a wide range of financial services, including financial planning, portfolio management, and insurance solutions. As a Certified Financial Planner, Shannon is dedicated to providing personalized and comprehensive financial guidance to individuals, families, and businesses. The Colony Group, LLC, a firm that manages over $50 billion in assets, is committed to providing a high level of service to its clients.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
NE
07/02/2024 - Present
THE Colony Group, LLC (LINCOLN NE)
NE
08/13/2010 - 01/11/2017
LPL FINANCIAL LLC (LINCOLN NE)
NE
09/26/2003 - 08/13/2010
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
KS
09/19/2002 - 09/29/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
NE
10/03/2000 - 09/13/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 09/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Shannon Linder is the right advisor for you? Invested Better is here to help.
