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Ryan Shannon

R.M Shannon Wealth Management LLC

1595 Selby Avenue
Suite 211

Saint Paul, MN 55104
(651) 3214620

About R.M Shannon Wealth Management LLC

R.M. Shannon Wealth Management is founded on the belief that wealth management starts with truly knowing our clients. As such, we offer exceptional service to select clientele. With a full understanding of your situation, lifestyle, family, priorities, and goals, we then help you use your wealth for the things in life you value most. This is growing and using wealth according to your values.

We are an independent, fee-only registered investment adviser with no ties to any one financial institution—differentiating ourselves from employees of banks, brokerage firms, and insurance companies. We do this to assure an objective position with no incentive to sell anything or invest in a certain fund. We believe that by being truly independent, we can see the best ways to serve you. This reduces conflicts of interest and assists us in getting to know our clients. We are here to do with a client’s wealth what is best for her or him.

General Information

Firm Start Year

2018

No.of Employees

1

CRD#

4972217

Firm CRD#

290718

States Licensed in

76812

Years of Experience in Financial Services

15

Number of Years with Current Firm

2

I work with the following types of clients

Individual Investors

Services

Investment Types

Mortgages & Real Estate, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, Via phone, Video Conference, At your office, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Financial Organization Memberships

Paladin Registry, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Firm Information

Advisor's Number of Clients

15

Advisor's Number of Managed Clients

15

Advisor's Number of Planning Clients

15

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Flat Fee

Education

B.A. Financial Management -

University of Saint Thomas
-