R.m. Shannon Wealth Management, LLC
R.m. Shannon Wealth Management, LLC (CRD# 290718) is a financial advisory firm headquartered in St. Paul, MN. They manage $22,918,415 in 137 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
R.m. Shannon Wealth Management, LLC
By the Numbers
-
Total Assets Under Management23MILLION
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Total Number of Accounts137ACCOUNTS
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Average Account Value$167,288
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, ND
Financial Advisors at R.m. Shannon Wealth Management, LLC
1
Ryan Shannon (CRD# 4972217) is an Investment Advisor Representative working at R.m. Shannon Wealth Management, LLC in Saint Paul, MN and has over 18 years of experience in the finance industry.
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