Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn McGrane is an investment advisor representative at Creative Planning, a firm with over $100 billion in assets under management. Shawn has been in the financial services industry since 2011 and holds the Series 6, 7, 63, 66, and SIE licenses. Shawn has experience with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. Shawn provides financial planning, portfolio management, and pension consulting 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
KS
05/01/2023 - Present
Creative Planning (OVERLAND PARK KS)
CT
10/04/2021 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Farmington CT)
IN
11/09/2018 - 10/05/2021
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
CT
01/02/2013 - 10/15/2018
MML DISTRIBUTORS, LLC (SIMSBURY CT)
CT
02/21/2011 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
BOTH
Issued 04/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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