Greg Shahan (CRD# 2842651) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winterset, IA and has over 27 years of experience in the finance industry.
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
CRD# 4539689
Foster Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2021 - Current | 3 |
| Shahan Walsh Capital Management | Winterset, IA | Oct 1994 - Current | 29 |
| Voya Financial Advisors | Winterset, IA | Sep 2014 - Jan 2021 | 6 |
| Ing Financial Partners, Inc. | Des Moines, IA | Dec 2008 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
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.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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