Shane Cooney
Shane Cooney is a registered investment advisor at Raymond James & Associates, INC., based in Mason City, IA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
10 N. Washington Ave., Suite 300, Mason City, IA, 50401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane is a partner in East Main Classics, LLC, refurbishing wood boats, dedicating about 10-20% of his time. He is also an officer (President) of Surfside Hospitality, a suborganization of the North Iowa Cultural Center and Museum, spending minimal time on this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations28 states
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