Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Lappi is a Registered Investment Advisor representative with Gradient Advisors, LLC. Shawn has been in the industry since 2004, working in a variety of roles. Shawn holds a Series 65 license and is registered in Minnesota. Shawn specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
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.
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.
Referral fees
1
2
MN
07/25/2024 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IA
Issued 05/23/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Shawn Lappi is the right advisor for you? Invested Better is here to help.
