Shawn Dunnigan
Shawn Dunnigan is a registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
215 West Oak Street Suite 720, Fort Collins, CO, 80521
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Regulatory History (1)
Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Shawn owns multiple real estate rental properties and is an insurance agent selling non-variable insurance, dedicating a few hours per week to this. He also owns Dinner Party, LLC, is the author of "The Dinner Party", owns DFP Properties, LLC, Dunnigan Financial Group (DBA for LPL Business, taking nearly full-time), Penny Properties, and Penny PropeertiesND, LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ica Group Wealth Management, LLC
LPL Financial LLC
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Gradient Securities, LLCBroker
Della Parola Capital Management
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Brokerage Services, L.L.C.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Wells Fargo Brokerage Services, L.L.C.Broker
Invest Financial CorporationBroker
Investment Centers of America, INC.Broker
Norwest Investment Services, INC.Broker
Investment Centers of America, INC.Broker
Investment Centers of America, INC.Broker
State Registrations50 states
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.