Shawn Thomas (CRD# 2253770) is an Investment Advisor Representative working at Intrua Financial in Brookfield, WI and has over 31 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freedom Wealth Alliance | Brookfield, WI | Jul 2018 - Current | 5 |
| Lpl Financial, LLC | Brookfield, WI | Jul 2018 - Current | 5 |
| Fsc Securities Corp | Atlanta, GA | Jul 2017 - Jul 2018 | 1 |
| Mml Investors Services, LLC | Milwaukee, WI | Mar 2017 - Jul 2017 | < 1 |
| Metlife Securities | Milwaukee, WI | May 2014 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- WI
-
Total Assets Under Management1,657MILLIONS
-
Total Number of Accounts7,354ACCOUNTS
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Average Account Value$225,255
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, NC, NJ, NM, OK, PA, TN, TX, VA, WA, WI
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