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
-
Total Number of Accounts256ACCOUNTS
-
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
![](/img/ws/firm-ria-sec-logo.png)
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.