SK
SK

Shane Thomas Kinney

1 Year of Experience
Sells Insurance
Areas of Practice
Insurance PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
87 clients
Average Client Portfolio
$79K average
Assets Under Management
$6.9M
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Location

5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809

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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 ActivitiesSells Insurance

Shane is an insurance agent at EPI Protection, LLC, dedicating about 10-20% of his time. He also owns Beyond the Score, an entertainment company that creates content for a monetized YouTube channel, dedicating a few hours per week.

Employment History
Current Registrations
Epi Financial Group
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Hantz Financial Services, INC.
May 2024 - December 2024 · 7 mos
Hantz Financial Services, INC.Broker
March 2024 - December 2024 · 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.