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Shannon Cheah

Steward Partners Investment Advisory, LLC
28 Years of Experience
Kansas City, MO
1 DisclosureBroker
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Shannon Cheah is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Kansas City, MO, with 28 years of industry experience. Shannon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.

Steward Partners Investment Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
478 advisors
Number of Clients
42,763 clients
Average Client Portfolio
$859K average
Assets Under Management
$36.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Kansas City, MO

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History

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.
Regulatory
November 2003
Final
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Other Business Activities

Shannon works as an Investment Advisor Representative at AE Wealth Management LLC, providing investment advice for a fee. This activity takes up a full-time commitment.

Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
May 2026 - Present · 5 mos
Steward Partners Investment Solutions, LLC
May 2026 - Present · 5 mos
Steward Partners Investment Solutions, LLCBroker
May 2026 - Present · 5 mos
Previous Registrations
Ae Wealth Management, LLC
March 2025 - May 2026 · 1 yr 2 mos
Ae Financial Services, LLCBroker
February 2025 - May 2026 · 1 yr 3 mos
Copper Financial
January 2023 - February 2025 · 2 yrs 1 mo
Copper FinancialBroker
July 2021 - February 2025 · 3 yrs 7 mos
Copper Financial
July 2021 - December 2022 · 1 yr 5 mos
Alpaca Securities LLCBroker
August 2020 - July 2021 · 11 mos
Waddell & Reed
February 2008 - August 2020 · 12 yrs 6 mos
Waddell & ReedBroker
February 2008 - August 2020 · 12 yrs 6 mos
H&r Block Financial Advisors, INC.
June 2004 - February 2008 · 3 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
January 2002 - February 2008 · 6 yrs 1 mo
Birchtree Financial Services, INC.Broker
April 1998 - May 2003 · 5 yrs 1 mo
State Registrations1 state
MO
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.
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