Shannen Ingram
Shannen Ingram is a registered investment advisor at Osaic Wealth, INC., based in Sonora, CA, with 18 years of industry experience. Shannen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
14570 Mono Way, Suite I, Sonora, CA, 95370
Get directionsHistory
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
Shannen is an investment advisor representative (IAR) for Continuum Advisory LLC and Athenable Investment Strategies, dedicating full-time hours to investment services. She also works as an insurance agent, recommending investments and insurance solutions, and is involved in several other ventures including notarial duties, selling makeup and kitchen items, operating a homestead, and renting office space.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Continuum Advisory, LLC
Previous Registrations
Triad Advisors LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations8 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.