Shawn Lorion is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Clinton, IA, with 24 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
405 S 3rd St, Clinton, IA, 52732
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn is a council member at Church of the Open Door, overseeing record keeping, bill payment, and providing council on the church budget. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Natcity Investments, INC.Broker
Sammons Securities Company, LLCBroker
American General Securities IncorporatedBroker
Nylife Securities INC.Broker
State Registrations16 states
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