Shannon Obert (CRD# 4347550) is an Investment Advisor Representative working at Principal Advised Services in Coon Rapids, IA and has over 19 years of experience in the finance industry.
CRD# 2666626
Edward Jones
CRD# 1682064
Northwestern Mutual Investment Services,llc
CRD# 5075655
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Coon Rapids, IA | Jul 2023 - Current | < 1 |
| Principal Securities Inc. | Coon Rapids, IA | Jan 2001 - Current | 23 |
| Principal Life Insurance Company | Coon Rapids, IA | Jun 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- IA
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts11,801ACCOUNTS
-
Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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