Shawn McMahon (CRD# 4485570) is an Investment Advisor Representative working at Principal Securities, Inc. in Wauwatosa, WI and has over 16 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 |
|---|---|---|---|
| Principal Securities | Wauwatosa, WI | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Milwaukee, WI | Dec 2007 - Current | 16 |
| Princor Financial Services Corporation | Milwaukee, WI | Jan 2008 - Mar 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- WI
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Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY
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