Shawn Mechler
Shawn Mechler is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Southlake, TX, with 32 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2241 E. Continental Blvd., Suite 140, Southlake, TX, 76244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawn is a trustee for an irrevocable trust and handles administrative tasks related to a life insurance policy within it. He is also the owner/managing member/director of financial services at Positive Planning Wealth Advisors LLC, his firm for financial services, and selects equity indexed annuities for clients, generating revenue from these products. This takes about half of Shawn's time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Allmerica Investments, INC.Broker
State Registrations4 states
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