Shawn Wrisley (CRD# 6686956) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sunderland, MA and has over 7 years of experience in the finance industry.
CRD# 4385290
Lpl Financial LLC
CRD# 2355947
Capital Analysts
CRD# 5602794
United Capital Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management LLC | Topeka, KS | Jul 2016 - Current | 7 |
| Dale Frank Financial Group | Sunderland, MA | Jan 2016 - Current | 8 |
| Total Business Solutions Ne | Sunderland, MA | Apr 2015 - Current | 9 |
| Benefitmall | Auburn, MA | Sep 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- CT
- MA
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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