Shawn Pomeroy is a registered investment advisor at Iwealth, based in Waseca, MN, with 14 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, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 731 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iWealth Financial offers investment management services where the maximum annual fee will not exceed 1.90%. Fees are negotiable and are deducted from the account quarterly. For clients with assets held with LPL Financial, fees are billed in advance. For clients with assets held with SEI Investments Company, fees are billed in arrears. Fees charged for third party manager services are in addition to iWealth's advisory fees.
Location
213 15th Avenue Ne, Waseca, MN, 56093
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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 investment-related businesses, including iWealth (DBA for LPL business), KC Group (DBA for LPL business), KC Group LLC (non-variable insurance), ICA Group Wealth Management LLC, and iWealth Financial LLC. Shawn also sells insurance and works as a notary.
Employment History
Current Registrations
Iwealth
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Edward JonesBroker
State Registrations22 states
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