Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shauna? Claim Your ProfileShauna Bednar is a Certified Financial Planner® professional with over 10 years of experience in the financial services industry. Shauna is currently registered with Northrock Partners, LLC in Minnesota. Shauna has worked in various roles, including U.S. Bank and UMB Private Wealth Management in Denver, Colorado. Shauna is a strong advocate for individuals and families, and is dedicated to helping them achieve their financial goals. Shauna focuses on a variety of areas including Retirement Planning, College Savings Plans, and Estate Planning.
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.
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.
Consulting
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.
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MN
10/21/2024 - Present
Northrock Partners, LLC (MINNEAPOLIS MN)
Active
Inactive
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