Shannon MehlsCRD Number: 4461040
Current Firm: Cambridge Investment Research Advisors, Inc.
Shannon Mehls (CRD# 4461040) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Richmond, WI and has over 10 years of experience in the finance industry.
Thrivent Investment Management Inc.
Ameriprise Financial Services, Inc.
Archer Investment Corporation
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2016 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2016 - Current||< 1|
|Ja Counter Wealth Management||New Richmond, WI||Oct 2015 - Current||1|
|J A Counter & Assoc.||New Richmond, WI||Jun 2005 - Current||11|
|Transamerica Financial Advisors, Inc.||Los Angeles, CA||Sep 2005 - Mar 2016||10|
|Intersecurities, Inc.||New Richmond, WI||Sep 2009 - Sep 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2006|
|S65||NASAA Investment Advisors Law Examination||Mar 2010|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV