Thomas Shankland (CRD# 1779390) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Oakbrook Terrace, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvest Investment Services | Shorewood, IL | Mar 2014 - Current | 10 |
| Tmg Life | West Des Moines, IA | Sep 1995 - Current | 28 |
| American Life And Casualty Ins. Company | Fargo, ND | Feb 1987 - Current | 37 |
| National Heritage Life Ins. Company | Maitland, FL | Jan 1987 - Current | 37 |
| American Investors Life Ins. Company | Topeka, KS | Dec 1984 - Current | 39 |
| First Penn-pacific Ins. Company | Oak Brook, IL | Dec 1983 - Current | 40 |
| Guarantee Security Life Ins. Company | Jacksonville, FL | Aug 1983 - Current | 40 |
| Continental Western Life Ins. Company | West Des Moines, IA | Oct 1981 - Current | 42 |
| Shankland And Associates | Joliet, IL | Oct 1981 - Current | 42 |
| Proequities, Inc. | Naperville, IL | Jul 1997 - Jun 2017 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management282MILLIONS
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Total Number of Accounts2,862ACCOUNTS
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Average Account Value$98,414
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