Shannon Maloney (CRD# 2416911) is an Investment Advisor Representative working at Global Retirement Partners LLC in Northville, MI and has over 30 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Retirement Partners, LLC | San Rafael, CA | Apr 2019 - Current | 5 |
| Strategic Retirement Partners | Shorewood, IL | Jan 2016 - Current | 8 |
| Strategic Pension Group | Livonia, MI | Feb 2013 - Current | 11 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Apr 2019 | 3 |
| Nfp Advisor Services, LLC | Austin, TX | Aug 2014 - Apr 2016 | 1 |
| Financial Telesis Inc. | San Rafael, CA | May 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- MI
- MN
- NY
- OH
- OK
-
Total Assets Under Management140,721MILLIONS
-
Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- 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)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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