Shannon Powers
Shannon Powers is a registered investment advisor at Innovation Partners LLC, based in Ridgefield, WA, with 30 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Innovation Partners LLC offers managed account programs where clients pay a fee for portfolio management services. The fees are a percentage of the assets managed, with a maximum annual fee of 3%, which is negotiable. The fees are calculated and deducted from the client's account by the custodian, either quarterly or monthly. Clients may also incur transaction and miscellaneous charges.
Location
Ridgefield, WA
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2026Customer Dispute
January 2025Customer Dispute
August 2023Customer Dispute
October 2022Customer Dispute
September 2006Other Business ActivitiesSells Insurance
Shannon operates Powers Financial and Insurance Group as a DBA for insurance and securities business since 2018. This takes a few hours per week.
Employment History
Current Registrations
Innovation Partners LLC
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Cal Fed InvestmentsBroker
Glenfed Brokerage ServicesBroker
State Registrations4 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.