Ann ShadleCRD Number: 4067511
Current Firm: Next Financial Group, Inc.
Ann Shadle (CRD# 4067511) is an Investment Advisor Representative working at Next Financial Group, Inc. in Novi, MI and has over 22 years of experience in the finance industry. Ann Shadle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Savant Wealth Management
Strategic Blueprint, LLC
|Next Financial Group, Inc.||Houston, TX||Jan 2016 - Current||5|
|Lpl Financial||Berkley, MI||Dec 2013 - Dec 2015||2|
|Sole Prop||Berkley, MI||Jan 2013 - Dec 2013||< 1|
|Lpl Financial||Bingham Farms, MI||Jun 2008 - Dec 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Dec 1999|
Total Assets Under Management2,611MILLIONS
Total Number of Accounts14,768ACCOUNTS
Average Account Value$176,781
- 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
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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