Sjk Financial Planning, LLC

Sjk Financial Planning, LLC (CRD# 173268) is a financial advisory firm headquartered in Hurst, TX. They manage $9,550,000 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Sjk Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Robert W. Shannon
CRD#: 1673397
1845 Precinct Line Road, Suite 101, Hurst, TX 76054

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.

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