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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Behrendsen is an investment advisor representative with Osaic Wealth, Inc. based in Rochester, Minnesota. Shawn has over 15 years of experience in the financial services industry. Shawn holds the Series 6, Series 63, and Series 65 licenses. Shawn has worked with clients on securities business, including life, LTC, health, and DI Insurance, in addition to providing bookkeeping and accounting services for various businesses. Shawn is a board member of the County Conservation Board and has a strong commitment to serving the local community. Shawn’s clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Shawn provides financial planning, pension consulting, and portfolio management services.
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.
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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2
MN
11/02/2018 - Present
Osaic Wealth, Inc. (ROCHESTER MN)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (POCAHONTAS IA)
IA
09/03/2008 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (POCAHONTAS IA)
IA
07/30/2007 - 09/02/2008
MONEY CONCEPTS CAPITAL CORP (POCAHONTAS IA)
IA
Issued 04/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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