Shawn McGrane (CRD# 5641446) is an Investment Advisor Representative working at Creative Planning in Farmington, CT and has over 13 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Osaic Fa, Inc.
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Dec 2021 - Current | 2 |
| Lockton Companies LLC | Farmington, CT | Oct 2021 - Current | 2 |
| Lockton Investment Securities | Farmington, CT | Oct 2021 - Dec 2021 | < 1 |
| Oneamerica Securities | Burlington, MA | Nov 2018 - Oct 2021 | 2 |
| American United Life | Burlington, MA | Oct 2018 - Oct 2021 | 3 |
| Mml Distributors, LLC | Springfield, MA | Jan 2013 - Oct 2018 | 5 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jan 2013 - Oct 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CT
-
Total Assets Under Management175,272MILLIONS
-
Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 pooled investment vehicles (other than investment companies)
- 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
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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