John McShan, financial advisor San Antonio TX

John McShan

CRD Number: 1791276
Current Firm: Ameriprise Financial Services, LLC

John McShan (CRD# 1791276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Bowie, TX Mar 2020 - Current 4
Ameriprise Financial Services, Inc. Bowie, TX Jun 2018 - Mar 2020 1
Investment Professionals Inc. San Antonio, TX Feb 2014 - Sep 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1988
Contact Info for John F. McShan
Phone Number: 612-671-3131
Firm Website: http://ameriprise.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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