Shannon PrederCRD Number: 5601152
Current Firm: B. C. Ziegler And Company
Shannon Preder (CRD# 5601152) is an Investment Advisor Representative working at B. C. Ziegler And Company in Sheboygan, WI and has over 7 years of experience in the finance industry.
Eagle Strategies LLC
Raymond James Financial Services Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
|B.c. Ziegler And Company||Sheboygan, WI||Mar 2016 - Current||< 1|
|B.c. Ziegler And Company||Sheboygan, WI||Sep 2008 - Mar 2016||7|
|Donohue & Associates, Inc.||Sheboygan, WI||May 2005 - Sep 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management412MILLIONS
Total Number of Accounts1,826ACCOUNTS
Average Account Value$225,791
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI