Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Murphy is a financial advisor with Avantax Advisory Services. Shawn has been in the financial services industry since 1996 and is registered with the state of Minnesota as an Investment Advisor Representative. Shawn has a wide range of experience in financial planning, portfolio management, and tax preparation. Shawn has been with Avantax Advisory Services since 2016 and is a member of the firm's advisory board.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
01/27/2016 - Present
Avantax Advisory Services (SAINT PAUL MN)
MN
11/15/2001 - 12/31/2009
ASKAR CORP. (ST. PAUL MN)
MN
12/15/2000 - 11/06/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 11/06/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
08/29/1996 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 09/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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