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Shauna Elizabeth Kehrmeyer

Capital Analysts

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About Shauna Elizabeth Kehrmeyer

Shauna Elizabeth Kehrmeyer is a Registered Representative and Investment Advisor Representative with Capital Analysts. Shauna has been in the financial services industry since 2019. Shauna specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Shauna is registered with the state of Massachusetts as an Investment Advisor Representative and a Registered Representative. Shauna is also registered with FINRA. Prior to joining Capital Analysts, Shauna worked at Infinex Investments, INC. Shauna holds the Series 7, 66, and SIE licenses.

Firm Information

Shauna Kehrmeyer is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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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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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Shauna Kehrmeyer’s Registration & Firm History

MA

10/02/2019 - Present

Capital Analysts (Braintree MA)

MA

03/27/2019 - 08/29/2019

INFINEX INVESTMENTS, INC. (Quincy MA)

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Licenses & Designations

BOTH

Issued 08/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/06/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shauna Elizabeth Kehrmeyer.
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