wiseradvisor

Ryan Shannon
R.M Shannon Wealth Management LLC

Tel: (651) 321-4620
1595 Selby Avenue
Suite 211
Saint Paul, MN 55104
R.M Shannon Wealth Management LLC | Financial Advisor in Saint Paul ,MN

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
States Licensed in:   76812
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


Qualifications & Memberships

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


Compliance

Registered Investment Advisor:   Yes
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


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee


Education

B.A. Financial Management  University of Saint Thomas
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Ryan Shannon

Ryan Shannon

CFP®

As a CERTIFIED FINANCIAL PLANNER" certificant, I am trained to manage my clients' wealth in areas of portfolio & risk management and planning for taxes & personal legacy. Beyond this designation, I believe my job starts with getting to know my client. Familiarity with your career, family, priorities, and goals will show me how to best put your assets to work. I have been doing so in the Twin Cities area since 2005 upon my graduation from the University of St. Thomas. I live in Saint Paul with my wife Anka and our three children Mira, Lucey, and Dominic.

My Services

Wealth Management

More than just offering recommendations for how to invest, true wealth management involves all facets of your financial life. It coordinates discretionary investment management with cash flow, tax planning, legacy planning, and risk management. This necessitates working closely with your accountant, attorney, banker, insurance agent and other professionals. We believe true wealth management is delivered by professionals working within a fiduciary capacity.

Communities Served

Not Provided

Compensation Arrangements

Check Bank Transfer

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