Shannon Linder is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Lincoln, NE, with 26 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
6940 O Street Suite 300, Lincoln, NE, 68510
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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.
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Shannon works as an office manager for Heartland Sales, dedicating minimal time to this role. This activity is investment-related.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Executive Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Securities America Advisors INC
Securities America, INC.Broker
State Registrations1 state
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
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