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Jannifer Shull

Advisor at Compound Planning, Inc.

Updated today

Location

Indianola, IA

Credentials

Series 66

Industry experience

14 years

About

Jannifer Shull is a financial advisor at Compound Planning, Inc. with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. In addition to her advisory role, she has been involved in a non-investment-related business based in Indianola, Iowa, since the late 1980s. Compound Planning, Inc. serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, separately managed account direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers a multi-advisor platform with both discretionary and non-discretionary portfolio management options.

Client services

Based on Compound Planning, Inc.

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Compound Planning, Inc.

Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Compound Planning, Inc.

Executive Founder/Business Owner Financial Professional

Demographic focus

Based on Compound Planning, Inc.

HENRY (High Earners, Not Rich Yet)

Fee options

Fixed

Financial planning project fees range from $500 to $10,000 per engagement.

Percentage

$0+: Up to 2.00% maximum of AUM (negotiable, tiering details not specified) $0+: TAMP Platform: 0.25% or $60/year minimum fee $0+: In-House Models: 0.15% annually $0+: Third-Party Models: 0% to 2.00% annually $0+: Intermediary as Manager: 0.05% annually $0+: Alternative Strategies: 0.35% annually

Project-based

Consulting fees range from $100 to $500 per hour for specialized consulting services.

Other

Account minimum: $25,000 (generally required, but flexible and may be waived or negotiated) Minimum fee: TAMP Platform: $60/year minimum fee (or 0.25%, whichever is higher) Fee-only: Financial Planning & Consulting: Project fees $500–$10,000 per engagement; hourly $100–$500/hour; 50% upfront retainer required.

Location

Indianola, IA

Most active in

Iowa · Texas

Work history

Compound Planning, Inc.

2025 - Present (1 year)

Ameriprise

2020 - 2025 (5 years)

Ameriprise Financial Services, Inc.

2015 - 2020 (5 years)

Southern Cross, L.L.C.

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark G

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Equity compensation tax strategy Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Des Moines, IA

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Life insurance needs analysis Disability insurance Long-term care insurance Founder/Business Owner
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Life insurance needs analysis Disability insurance Long-term care insurance Founder/Business Owner
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Keri B

Series 66

Indianolo, IA

Wealthcare Capital Partners, LLC

Keri Blake is a financial advisor at Wealthcare Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Arkadios Capital. Blake is also involved in financial planning through Fellows & Blake Financial and participates in annuity sales and life insurance services related to estate planning. Wealthcare Capital Partners LLC provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process utilizing a patented web-based planning platform combined with evidence-based manager selection and behavioral-economics tools.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
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Chase G

Series 65

Indianola, IA

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Chase Geiger is a financial advisor at Wealthcare Capital Partners, LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Arkadios Capital, Amazon, the University of Northern Iowa, and TruBank. Wealthcare Capital Partners provides investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a goals-based investment process supported by a patented web-based planning platform and uses evidence-based manager selection alongside behavioral-economics tools to align strategies with client preferences.

Private / alternative investments Real estate investing Tax-loss harvesting Executive Founder/Business Owner
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Robert B

Series 63

West Des Moines, IA

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Robert Buckley is a financial advisor with Avantax Planning Partners, Inc., holding a Series 63 designation and over 26 years of industry experience. He has been with Avantax Planning Partners since 1999 and previously served as a shareholder and accountant at Denman & Company, a regional CPA firm. Outside of his advisory role, he manages a commercial real estate rental entity, SCOP, LLC. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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