Shannon SchafferCRD Number: 6252415
Current Firm: Learnvest Planning Services, LLC
Shannon Schaffer (CRD# 6252415) is an Investment Advisor Representative working at Learnvest Planning Services, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry. Shannon Schaffer 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Learnvest Planning Services||Scottsdale, AZ||Jun 2014 - Current||3|
|Learnvest Planning Services, LLC||Tempe, AZ||Sep 2013 - Jun 2014||< 1|
|Ann Taylor Loft||Tucson, AZ||Jun 2013 - Sep 2013||< 1|
|Summer Smith||Tucson, AZ||Jun 2013 - Aug 2013||< 1|
|University Of Arizona||Tucson, AZ||Aug 2011 - Jun 2013||1|
|Tjx||Los Angeles, CA||Jun 2012 - Aug 2012||< 1|
|Tocaloma Day Camp||Los Angeles, CA||Jun 2011 - Aug 2011||< 1|
|University Of Arizona||Tucson, AZ||Aug 2010 - Jun 2011||< 1|
|Office Max||Gilbert, AZ||Jun 2010 - Aug 2010||< 1|
|Jeannes School Of Dance||Chandler, AZ||Aug 2009 - Aug 2010||1|
|Dobson Ranch Hoa||Mesa, AZ||Jun 2009 - Aug 2009||< 1|
|Full Time Student||Mesa, AZ||Sep 2003 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
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- Financial planning services
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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, VT, WA, WI, WV
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