Shawn Pacanowski, financial advisor Holland MI

Shawn Pacanowski

CRD Number: 4770332
Current Firm: Captrust Financial Advisors

Shawn Pacanowski (CRD# 4770332) is an Investment Advisor Representative working at Captrust Financial Advisors in Holland, MI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Captrust Financial Advisors Holland, MI Jun 2021 - Current 2
Captrust Financial Advisors Holland, MI Mar 2015 - Current 9
Wells Fargo Advisors Financial Network LLC Holland, MI May 2009 - Mar 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Shawn D. Pacanowski
Phone Number: (616) 392-5332
Firm Website: http://www.ctfa.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,701
    MILLIONS
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $596,830
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, CO, FL, IL, IN, LA, MI, NC, TN, TX

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