Shannon Brusseau, financial advisor New Prague MN
93 score

Shannon Brusseau

CRD Number: 3099893
Current Firm: Securities America Advisors, Inc.

Shannon Brusseau (CRD# 3099893) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Prague, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. New Prague, MN Oct 2014 - Current 2
Securities America Advisors New Prague, MN Oct 2014 - Current 2
Fintegra, LLC Minneapolis, MN May 2002 - Oct 2014 12
Community Security Bank New Prague, MN May 2002 - Oct 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Feb 2002
Contact Info for Shannon J. Brusseau
Phone Number: 402-399-9111
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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