Shawn MackenCRD Number: 4602865
Current Firm: Waddell & Reed
Shawn Macken (CRD# 4602865) is an Investment Advisor Representative working at Waddell & Reed in Omaha, NE and has over 15 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Expanse Wealth Management (dba)||Omaha, NE||Sep 2017 - Current||< 1|
|Gms Benefits Inc.||Omaha, NE||Aug 2016 - Current||1|
|Edge Technologies, LLC||Elkhorn, NE||Sep 2011 - Current||6|
|The Expanse Team LLC||Elkhorn, NE||Aug 2010 - Current||7|
|Various Insurance Carriers For W&r Insurance Agencies||Elkhorn, NE||Mar 2003 - Current||15|
|Waddell & Reed, Inc.||Omaha, NE||Oct 2002 - Current||15|
|Mj Financial, Inc.||Omaha, NE||May 2006 - Aug 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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, 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, WY
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