Sjk Financial Planning, LLC
Sjk Financial Planning, LLC (CRD# 173268) is a financial advisory firm headquartered in Hurst, TX. They manage $12,100,000 in 84 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts84ACCOUNTS
Average Account Value$144,048
- 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
- Educational seminars/workshops
Wes Shannon (CRD# 1673397) is an Investment Advisor Representative working at Sjk Financial Planning, LLC in Hurst, TX and has over 28 years of experience in the finance industry. Wes Shannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.