Shanon Grundland, financial advisor Leawood KS

Shanon Grundland

CRD Number: 4259614
Current Firm: Client One Securities LLC

Shanon Grundland (CRD# 4259614) is an Investment Advisor Representative working at Client One Securities LLC in Leawood, KS and has over 19 years of experience in the finance industry.

Similar Advisors
James Claiborne, financial advisor Leawood KS
James C. Claiborne
CRD# 2074636
Financial Partners Group, Inc.
Similar Advisors
Michael Abramson, financial advisor Leawood KS
Michael N. Abramson
CRD# 5216324
Mariner Wealth Advisors
Similar Advisors
Timothy Accurso, financial advisor Leawood KS
Timothy J. Accurso
CRD# 5595335
Prime Capital Investment Advisors, LLC
Company Name Location Dates Years
Client One Securities, LLC Aurora, CO Dec 2012 - Current 8
Sunset Financial Services Kansas City, MO Feb 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Shanon Grundland
Phone Number: 913-814-6097
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    920
    MILLIONS
  • Total Number of Accounts
    12,656
    ACCOUNTS
  • Average Account Value
    $72,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.