Shawnee Anderson
Shawnee Anderson is a registered investment advisor at VALIC Financial Advisors, INC., based in Lakewood, CO, with 22 years of industry experience. Shawnee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
165 South Union Boulevard, Suite 600, Lakewood, CO, 80228
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2011Other Business ActivitiesSells Insurance
Shawnee works as an agent for AGIA, selling non-securities insurance products. This takes a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Stephen Douglas Investment Advisory, INC.
Harrison Douglas, INC.Broker
Cbs Advisors, LLC
Community Bankers Securities, LLCBroker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Community Bankers Securities, LLCBroker
VALIC Financial Advisors, INC.Broker
PFS Investments 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.