Shawn Paulson (CRD# 6991471) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northland Securities | Minneapolis, MN | Mar 2022 - Current | 2 |
| Thrivent Financial | Appleton, WI | Jan 2020 - Mar 2022 | 2 |
| Thrivent Investment Management Inc. | Minneapolis, MN | Aug 2018 - Mar 2022 | 3 |
| Thrivent Financial | Appleton, WI | Feb 2019 - Jan 2020 | < 1 |
| Thrivent Financial | Appleton, WI | Nov 2018 - Feb 2019 | < 1 |
| Ymca | Burnsville, MN | Aug 2018 - Nov 2018 | < 1 |
| Bethel University | Arden Hills, MN | Oct 2014 - May 2018 | 3 |
| Bethel University | Arden Hills, MN | Aug 2014 - May 2018 | 3 |
| Florence School District | Florence, WI | Sep 2000 - May 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- MN
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Total Assets Under Management237MILLIONS
-
Total Number of Accounts826ACCOUNTS
-
Average Account Value$286,530
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, GA, IA, IL, MN, MO, NC, NY, SD, TN, TX, WA, WI
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