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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 Mangan is an investment advisor representative with LPL Financial LLC. Shawn Mangan is a registered representative with the state of Wisconsin and has been in the industry since 2014. Shawn Mangan has passed the Series 6, Series 63, and SIE exams and has held licenses in several states, including Wisconsin, Minnesota, Michigan, Florida, and Colorado. Shawn Mangan has a long history of working in the financial services industry. Shawn Mangan provides financial planning services and also provides portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
10/03/2024 - Present
LPL Financial LLC (SHEBOYGAN WI)
IA
Issued 05/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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