SR
SR

Shannon Jeanette Ross

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingSpecial Needs PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
359 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$387.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

2 North Nevada Ave Suite 1300, Colorado Springs, CO, 80903-1626

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Shannon is a client services manager at BNW Contracting Inc, an admin services company, since January 2019, and president of Younify Consulting, Inc, a business consulting firm, since May 2012. These activities take a few hours per week each.

Employment History
Current Registrations
Petra Financial Advisors INC
September 2022 - Present · 3 yrs 5 mos
Lighthouse Financial LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
June 2020 - September 2022 · 2 yrs 3 mos
Accelerated Wealth Advisors LLC
October 2018 - April 2019 · 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.