Shawn Macken
Shawn Macken is a registered investment advisor at LPL Financial LLC, based in West Point, NE, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
139 S Main St, Ste 200, West Point, NE, 68788
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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
Shawn is involved in several business activities, including Expanse Wealth Management, Edge Technologies, and several entities related to Expanse for tax/investment purposes. Shawn also has involvement with GMS Benefits, Inc. and Expanse Risk Management, LLC, and owns Expanse Holdings, LLC (real estate rental) and West Point Brewing Co., LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations27 states
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