Shawn Wallace (CRD# 5633966) is an Investment Advisor Representative working at Ratio Wealth Group LLC in Denver, CO and has over 15 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ratio Wealth Group, LLC | Denver, CO | Dec 2019 - Current | 4 |
| United Air Lines | Denver, CO | May 1997 - Current | 27 |
| Mml Investors Services LLC | Denver, CO | Jan 2015 - Dec 2019 | 4 |
| Massmutual Life Insurance Company | Denver, CO | Dec 2014 - Dec 2019 | 5 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2009 - Jan 2015 | 5 |
| Northwestern Mutual Investment Services, LLC | Denver, CO | Feb 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- CO
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Total Assets Under Management577MILLIONS
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Total Number of Accounts1,030ACCOUNTS
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Average Account Value$560,382
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, LA, MT, NH, NV, PA, TX, VA
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