Shane Kanaman (CRD# 6784548) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Appleton, WI | Jun 2022 - Current | 2 |
| Simplicity Credit Union | Neenah, WI | Jul 2021 - Jun 2022 | < 1 |
| Cone Credit Union | Neenah, WI | Jun 2019 - Jul 2021 | 2 |
| 1st Community Credit Union | Sparta, WI | Jan 2019 - May 2019 | < 1 |
| Governmental Employees Credit Union | La Crosse, WI | May 2017 - Dec 2018 | 1 |
| Pro Image Sports | La Crosse, WI | Sep 2016 - May 2017 | < 1 |
| Harbour Village Campground & Resort | Carlsville, WI | May 2016 - Sep 2016 | < 1 |
| Weed Man Lawn Care | Appleton, WI | Jan 2016 - May 2016 | < 1 |
| Purdue North Central University | Westville, IN | Sep 2015 - Dec 2015 | < 1 |
| Menards | Michigan City, IN | Jun 2015 - Sep 2015 | < 1 |
| Madison College | Madison, WI | Aug 2014 - May 2015 | < 1 |
| Miller Electric | Appleton, WI | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- WI
-
Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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