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
950 Skokie Blvd., Suite 307, Northbrook, IL 60062
http://www.shinnemanwealthgroup.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL, IN, TX

Financial Advisors at Shinneman Wealth Group
Showing 1 - 1 of 1 top financial advisors.
1
Charles Shinneman, financial advisor Northbrook IL
Charles V. Shinneman
CRD#: 5949039
950 Skokie Blvd., Suite 307, Northbrook, IL 60062

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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