1. Wealthminder
  2. Portland, OR
Shawn Higley, financial advisor Portland OR

Shawn Higley

CRD Number: 2121745
Current Firm: Lion Street Advisors, LLC

Shawn Higley (CRD# 2121745) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Portland, OR and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Financial Austin, TX Aug 2018 - Current 5
Lion Street Advisors Austin, TX Aug 2018 - Current 5
Geneos Wealth Management, Inc. Portland, OR Jan 2011 - Jun 2018 7
Tpg Financial Advisors LLC Portland, OR Jan 2011 - Jun 2018 7
The Partners Group Portland, OR Jan 2011 - Jun 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination Jan 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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Contact Info for Shawn O. Higley
By the Numbers
  • Total Assets Under Management
    1,401
    MILLIONS
  • Total Number of Accounts
    4,709
    ACCOUNTS
  • Average Account Value
    $297,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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