Shinneman Wealth Group
Shinneman Wealth Group (CRD# 296758) is a financial advisory firm headquartered in Northbrook, IL. They manage $30,513,143 in 256 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management31MILLION
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Total Number of Accounts256ACCOUNTS
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Average Account Value$119,192
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, IN, TX
Financial Advisors at Shinneman Wealth Group
1
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.
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