Deann ShinkleCRD Number: 1903998
Current Firm: Frontier Wealth Management, LLC
Deann Shinkle (CRD# 1903998) is an Investment Advisor Representative working at Frontier Wealth Management, LLC in Kansas City, MO and has over 22 years of experience in the finance industry. Deann Shinkle 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.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Frontier Wealth Management LLC||Kansas City, MO||Jun 2013 - Current||4|
|Ameriprise Financial Services Inc.||Overland Park, KS||Jan 2012 - Jun 2013||1|
|U.s. Bancorp Investments, Inc.||Roeland Park, KS||Nov 2006 - Jan 2012||5|
|Ing Financial Advisers||Overland Park, KS||May 2002 - Nov 2006||4|
|Ing||Overland Park, KS||Nov 2000 - Oct 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1994|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management1,461MILLIONS
Total Number of Accounts4,928ACCOUNTS
Average Account Value$296,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, KS, LA, MA, MO, NE, NY, OK, PA, SC, TX, VA
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