SC
SC

Shaune Colwell

21 Years of Experience
Fayetteville, AR
1 DisclosureBroker

Shaune Colwell is a registered investment advisor at &partners, based in Fayetteville, AR, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

212 N. Church Ave., Fayetteville, AR, 72701

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2024
Employment History
Current Registrations
&partners
November 2024 - Present · 1 yr 6 mos
&partnersBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Advisors
March 2011 - December 2024 · 13 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - December 2024 · 16 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
August 2004 - January 2008 · 3 yrs 5 mos
State Registrations37 states
AKALARAZCACODCDEFLGAIDILINKSKYLAMAMDMIMNMOMSNENJNMNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.