Shannon Lewandoski
Shannon Lewandoski is a registered investment advisor at LPL Financial LLC, based in Des Peres, MO, with 14 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
13358 Manchester Rd Ste 200, Des Peres, MO, 63131
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2025Financial
December 2025Other Business Activities
Shannon is involved with Planify Group and Cornerstone Wealth Portfolios, both DBAs for her LPL business. She also dedicates minimal time to being Co-President of Hockey Players in Business and a few hours per week to hockey coaching/training.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations4 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.