Dentist Exit Planning

Dentist Exit Planning (CRD# 313984) is a financial advisory firm headquartered in Windsor Heights, IA. They manage $5,050,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6500 University Avenue, Suite 100, Windsor Heights, IA 50324
https://www.instagram.com/dentistexit
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $315,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Dentist Exit Planning
Showing 1 - 1 of 1 top financial advisors.
1
Shawn Terrell, financial advisor Windsor Heights IA
Shawn P. Terrell
CRD#: 5962224
6500 University Avenue, Suite 100, Windsor Heights, IA 50324

Shawn Terrell (CRD# 5962224) is an Investment Advisor Representative working at Dentist Exit Planning in Windsor Heights, IA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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