Kirby Shineman, financial advisor La Junta CO

Kirby Shineman

CRD Number: 4825350
Current Firm: Lpl Financial LLC

Kirby Shineman (CRD# 4825350) is an Investment Advisor Representative working at Lpl Financial LLC in La Junta, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Colorado Springs, CO Jul 2021 - Current 2
Shineman Financial Colorado Springs, CO Jan 2006 - Current 18
Various Insurance Carriers Canon City, CO Nov 2004 - Current 19
Waddell & Reed, Inc. Colorado Springs, CO Jul 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Kirby A. Shineman
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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