Kourtney Shawhan
Kourtney Shawhan is a registered investment advisor at Independent Advisor Alliance, LLC, based in Kokomo, IN, with 16 years of industry experience. Kourtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
3806 Southland Avenue, Kokomo, IN, 46902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kourtney operates Roller Wealth Management as a DBA for her LPL business and provides administrative support to Independent Advisor Alliance, an independent investment advisor firm. These activities take up nearly all of Kourtney's time.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Cfd Investments, INC.Broker
State Registrations1 state
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