Shannon Markle is a registered investment advisor at Markle Financial LLC, based in Laramie, WY, with 25 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 272 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Markle Financial's fees are negotiable and can vary based on factors like investment objectives, asset classes, and account size. There is a $2,500 minimum annual advisory fee. Clients may also pay additional fees charged by third-party managers, platform sponsors, and custodians. Fees are typically disclosed in custodial documents or the client agreement.
Location
506 S. 21st. St. Suite 101, Laramie, WY, 82070
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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 a licensed insurance agent since 1996 and from time to time offers clients advice or products, spending minimal time on this activity. Shannon also owns Parkside LLC, managing real estate rentals and income properties, dedicating a few hours per week.
Employment History
Current Registrations
Markle Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Intersecurities, INC.Broker
State Registrations2 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.