Shawn Behrendsen, financial advisor Rochester MN

Shawn Behrendsen

CRD Number: 5352228
Current Firm: Osaic Wealth, Inc.

Shawn Behrendsen (CRD# 5352228) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rochester, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Pocahontas, IA Nov 2018 - Current 5
Hopkins Insurance Pocahontas, IA Nov 2003 - Jan 2020 16
Signator Investors, Inc. Pocahontas, IA May 2016 - Nov 2018 2
Transamerica Financial Advisors, Inc. Pocahontas, IA Aug 2008 - May 2016 7
Mid-america Communications, Inc. Pocahontas, IA Feb 1988 - May 2016 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Shawn M. Behrendsen
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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