Shawn Macdonald
CRD Number: 2950612Current Firm: United Planners' Financial Services Of America A Limited Partner
Shawn Macdonald (CRD# 2950612) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hartland, WI and has over 26 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 4635 Lake Club Circle | Oconomowoc, WI | Jul 2022 - Current | 1 |
| Kummrow Rental | Wales, WI | Sep 2020 - Current | 3 |
| United Planners' Financial Services | Scottsdale, AZ | Oct 2011 - Current | 12 |
| Skye Financial Services, Inc. | Hartland, WI | Oct 2011 - Current | 12 |
| Skye Financial Services, Inc. | Hartland, WI | May 2006 - Current | 17 |
| Skye Financial Service, Inc. | Hartland, WI | May 2006 - Current | 17 |
| Shawn D. Macdonald, LLC | Hartland, WI | Dec 1999 - Current | 24 |
| Over The Rainbow Properties, LLC | Waukesha, WI | Jul 2013 - Feb 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- WI
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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