Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Kirkpatrick is an investment advisor representative associated with Selective Wealth Management, Inc., a firm that manages over $441 million in assets. Shannon is licensed in Colorado, Texas and Virginia. Shannon focuses on providing financial planning and portfolio management services for individuals and businesses. Shannon is also the founder and executive director of Rekindling Ministries. Shannon has over 14 years of experience in the financial industry.
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.
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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VA
02/26/2018 - Present
Selective Wealth Management, Inc. (FOREST VA)
IA
Issued 02/26/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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