SQ
SQ
Shawn Quam-Schulz
21 Years of Experience
Rockford, IL
1 DisclosureBrokerSells Insurance
Shawn Quam-Schulz is a registered investment advisor, based in Rockford, IL, with 21 years of industry experience.
Location
6885 Vistagreen Way, Suite A, Rockford, IL, 61107
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2021Final
Other Business ActivitiesSells Insurance
Shawn co-owns The Wood Shop, selling custom wood works with their spouse, dedicating minimal time. Shawn also sells fixed insurance, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2025 - Present · 6 mos
Merit Financial Advisors
November 2025 - Present · 6 mos
Previous Registrations
Commonwealth Financial NetworkBroker
February 2021 - November 2025 · 4 yrs 9 mos
Commonwealth Financial Network
February 2021 - November 2025 · 4 yrs 9 mos
Ameriprise Financial Services, LLC.
August 2005 - March 2021 · 15 yrs 7 mos
Ameriprise Financial Services, LLCBroker
January 2005 - March 2021 · 16 yrs 2 mos
Ids Life Insurance CompanyBroker
January 2005 - July 2006 · 1 yr 6 mos
State Registrations22 states
ARAZCACOFLGAIAILINKSMIMNMONCOHORTNTXVAVTWAWI
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.