Shannon Kropp, financial advisor Clear Lake IA
96 score

Shannon Kropp

CRD Number: 5300423
Current Firm: Cambridge Investment Research Advisors, Inc.

Shannon Kropp (CRD# 5300423) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Clear Lake, IA and has over 9 years of experience in the finance industry. Shannon Kropp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jul 2016 - Current < 1
North Iowa Advisors Clear Lake, IA May 2014 - Current 2
Vsr Financial Services, Inc. Overland Park, KS Nov 2011 - Jul 2016 4
Vsr Advisory Services Overland Park, KS Nov 2011 - Jul 2016 4
Bodensteiner Investment Advisors Mason City, IA Nov 2011 - May 2014 2
Eagle One Investments, LLC Mason City, IA Mar 2010 - Nov 2011 1
Edward Jones Mason City, IA Nov 2009 - Mar 2010 < 1
Princor Financial Services Corporation Mason City, IA Dec 2008 - Nov 2009 < 1
Ing Financial Partners, Inc. Des Moines, IA Mar 2008 - Nov 2008 < 1
Johnson Financial Services, Inc. Mason City, IA Jan 2008 - Nov 2008 < 1
Princor Financial Services Cedar Rapids, IA Jun 2007 - Jan 2008 < 1
Principal Life Insurance Cedar Rapids, IA Jun 2007 - Jan 2008 < 1
American Family Insurance North Liberty, IA May 2006 - Jun 2007 1
American Family Securities, LLC North Liberty, IA Feb 2007 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Shannon G. Kropp
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • IA
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
96
Clean Record
This advisor has a clean track record with regulators.

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