Shawn Longley is a CFP-designated registered investment advisor, based in Fond Du Lac, WI, with 25 years of industry experience.
Location
249 N Country Lane Suite 201, Fond Du Lac, WI, 54935
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn owns 80% of LVF dba Ledgevest Financial, dedicating full-time hours to the firm. He also attends meetings for St. Mary's Springs Academy Foundation (minimal time) and buys/sells sports cards online (a few hours per week).
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations23 states
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