Shawn PersingCRD Number: 5046432
Current Firm: Investment Advisors
Shawn Persing (CRD# 5046432) is an Investment Advisor Representative working at Investment Advisors in Goshen, IN and has over 14 years of experience in the finance industry. Shawn Persing 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.
Integrated Financial Planning Solutions, LLC
Kfg Wealth Management, LLC
|Everence Trust Company||Goshen, IN||Apr 2014 - Current||6|
|Proequities, Inc.||Goshen, IN||Mar 2012 - Current||8|
|Everence Financial||Goshen, IN||Feb 2012 - Current||8|
|Kfg Wealth Management, LLC||Granger, IN||Sep 2010 - Feb 2012||1|
|Securities America, Inc.||Granger, IN||Dec 2006 - Feb 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
|S65||NASAA Investment Advisors Law Examination||Feb 2007|
Total Assets Under Management3,379MILLIONS
Total Number of Accounts20,857ACCOUNTS
Average Account Value$161,991
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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