Shannon Brusseau
Shannon Brusseau is a registered investment advisor at Osaic Wealth, INC., based in St Louis Park, MN, with 27 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4501 Minnetonka Blvd, Suite 200, St Louis Park, MN, 55416-4091
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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
Shannon is an investment advisor with Securities America Advisors, dedicating most of her time to this role. She also owns Brusseau Logistics, a seasonal cold storage facility, farms hay, and sells various insurance products including variable annuities, fixed annuities, term life, and long-term care insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Fintegra Financial Solutions
Fintegra, LLCBroker
Raymond James Financial Services, INC.Broker
Fintegra, LLCBroker
Linsco/private Ledger CORP.Broker
State Registrations15 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.