Shannon KroppCRD 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.
1st Global Advisors Inc.
Northwestern Mutual Investment Services,llc
Stifel, Nicolaus & Company, Incorporated
|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|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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