Shawn Walsh
Shawn Walsh is a registered investment advisor at Cetera Investment Advisers LLC, based in Bayport, MN, with 21 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
342 5th Ave N, STE 100, Bayport, MN, 55003
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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 sells life, disability, annuities, and long-term care insurance with various companies. He is also a part owner of Vestcore Financial Group, dedicating full-time hours to maintaining the firm's operations and supporting clients. Shawn also dedicates minimal time as President of Greenhaven Men's Club Board.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
New England Securities Corporation
Msi Financial Services, INC.Broker
New England SecuritiesBroker
Columbia Management Investment Distributors, INC.Broker
Riversource Investments
Riversource Distributors, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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.