Shawn McMahonCRD Number: 4485570
Current Firm: Principal Securities, Inc.
Shawn McMahon (CRD# 4485570) is an Investment Advisor Representative working at Principal Securities, Inc. in Milwaukee, WI and has over 10 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Princor Financial Services Corporation||Milwaukee, WI||Jan 2008 - Current||9|
|Principal Life Insurance Company||Milwaukee, WI||Dec 2007 - Current||10|
|Gwfs Equities, Inc./great-west Life & Annuity Ins Co||Milwaukee, WI||Jul 2007 - Nov 2007||< 1|
|Mutual Of America||Milwaukee, WI||Nov 2001 - Jun 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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