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Shaun Quirk

Oarsman Capital, Inc.

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About Shaun Quirk

Shaun Quirk is a financial advisor currently registered with Oarsman Capital, Inc. and Drake & Associates, LLC. Shaun provides portfolio management services to both individuals and businesses. Shaun also provides financial planning and selection of other advisers services.

Firm Information

Shaun Quirk is currently registered with Oarsman Capital, Inc.. Oarsman Capital, Inc. is a Milwaukee, WI-based investment advisor with approximately $703.3 million in regulatory assets under management. The firm provides financial planning, selection of other advisors, portfolio management for individuals and businesses. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Oarsman Capital, Inc.

759 NORTH MILWAUKEE STREET

MILWAUKEE, WI 53202

$703.31M

Assets Under Management

1

Total Clients

11

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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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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percentage of assets

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

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Shaun Quirk’s Registration & Firm History

WI

01/17/2025 - Present

Oarsman Capital, Inc. (MILWAUKEE WI)

FL

11/14/2022 - 08/30/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Naples FL)

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Licenses & Designations

BC

Issued 12/03/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/29/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shaun Quirk.
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