Shawn Harshman, financial advisor Boulder CO
93 score

Shawn Harshman

CRD Number: 4440562
Current Firm: Cambridge Investment Research Advisors, Inc.

Shawn Harshman (CRD# 4440562) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boulder, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA May 2008 - Current 8
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2008 - Current 8
Harshman Wealth Mgt., LLC Boulder, CO Jun 2005 - Current 11
Lighthouse Financial, LLC Broomfield, CO May 2007 - May 2008 1
Financial Network Investment Corp Lafayette, CO May 2004 - May 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Shawn D. Harshman
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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