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 14 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Edge Technologies, LLC||Elkhorn, NE||Sep 2011 - Current||6|
|The Wellness Group, Inc.||Elkhorn, NE||Aug 2010 - Current||7|
|Various Insurance Carriers||Elkhorn, NE||Mar 2003 - Current||14|
|Waddell & Reed, Inc.||Omaha, NE||Oct 2002 - Current||14|
|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 Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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