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Shanon Jean Tate

Captrust Financial Advisors

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About Shanon Jean Tate

Shanon Tate is a financial advisor with Captrust Financial Advisors. Shanon has been in the industry since March 2006. Shanon has been with Captrust Financial Advisors since March 2015. Shanon works in the Holland, MI office. Shanon holds a Series 7, Series 66, and SIE license. Shanon specializes in providing financial advice to corporations or other businesses, individuals other than high net worth, charitable organizations, high net worth individuals and pension and profit sharing plans.

Firm Information

Shanon Tate is currently registered with Captrust Financial Advisors. Captrust Financial Advisors is an investment advisory firm based in HOLLAND, MI. Founded in 2000, they provide financial planning, pension consulting, and portfolio management services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $1.71 billion in assets.
Captrust Financial Advisors

85 E 8TH STREET

HOLLAND, MI 49423

$1.70B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shanon Tate’s Registration & Firm History

MI

05/13/2015 - Present

Captrust Financial Advisors (HOLLAND MI)

MI

03/14/2006 - 04/02/2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HOLLAND MI)

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Licenses & Designations

BOTH

Issued 06/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shanon Jean Tate.
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