Shannon Loughery
Shannon Loughery is a registered investment advisor at Blackridge Asset Management, LLC, based in North Bend, WA, with 29 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
North Bend, WA
Get directionsHistory
Regulatory History (8)
Judgment / Lien
May 2023Judgment / Lien
January 2023Judgment / Lien
January 2023Judgment / Lien
September 2022Judgment / Lien
August 2019Judgment / Lien
August 2016Judgment / Lien
July 2015Judgment / Lien
September 2013Other Business ActivitiesSells Insurance
Shannon is an investment advisor at Blackridge Asset Management and spends about 10-20% of their time there. Shannon also sells insurance products, including FIA, LTC, and Life, and dedicates a few hours per week to this activity, and does minimal work as a host/rep for Pampered Chef.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
FsicBroker
Metropolitan Investment Securities, INC.Broker
Scs Systems, INC.
Pacific Harbor Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations7 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.