Charles Shinneman (CRD# 5949039) is an Investment Advisor Representative working at Shinneman Wealth Group in Northbrook, IL and has over 12 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shinneman Wealth Group LLC | Skokie, IL | Mar 2018 - Current | 6 |
| Shinneman And Associates Ltd | Skokie, IL | Jan 2017 - Current | 7 |
| Agt The Safe Money People | Skokie, IL | Jan 2017 - Jun 2018 | 1 |
| Mcadam LLC | Philadelphia, PA | Oct 2014 - May 2018 | 3 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2015 - Apr 2017 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Oct 2015 | 1 |
| Mcadam Financial Group | Chicago, IL | Apr 2012 - Oct 2014 | 2 |
| Ing Financial Partners, Inc. | Chicago, IL | Mar 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2012 |
- IL
- IN
- TX
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts256ACCOUNTS
-
Average Account Value$119,192
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
IL, IN, TX
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