Shannon Matheny, financial advisor Northglenn CO

Shannon Matheny

CRD Number: 2450320
Current Firm: Transamerica Financial Advisors, Inc.

Shannon Matheny (CRD# 2450320) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Northglenn, CO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Westminster, CO Jan 2012 - Current 8
Fat Lady Sang LLC Boulder, CO Nov 2009 - Current 10
World Financial Group Westminster, CO Jun 2001 - Current 18
Shannon L Matheny, Cpa Broomfield, CO Jun 1994 - Current 25
American Oasis, Inc. Broomfield, CO Aug 1982 - Current 37
Investment Advisors Intermantional, Inc. Westminster, CO Jul 2007 - Jan 2012 4
World Group Securities, Inc. Westminster, CO Apr 2002 - Jan 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Shannon L. Matheny
Phone Number: 727-299-1800
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    45,703
    ACCOUNTS
  • Average Account Value
    $22,222
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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
Clean Record
This advisor has a clean track record with regulators.

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