Advisor at Continuum Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Continuum Advisory, LLC
Location
Sonora, CA 95370
Credentials
Series 63, Series 65
Industry experience
18 years
Shannen Ingram is a financial advisor at Continuum Advisory, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors LLC and Triad Advisors. Outside of her advisory role, she operates a homestead raising poultry and livestock and is involved in selling handmade sewing items and makeup products. She also serves as an emergency substitute teacher for local schools. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets.
Based on Continuum Advisory, LLC
Based on Continuum Advisory, LLC
Initial financial planning fees may be charged as flat fees, negotiable and vary by Advisor and engagement.
up to 2.95% annually (tiered structure, negotiable, typical range 0.00% to 2.95%)
Certain Advisors offer securities brokerage services and insurance products under separate commission-based arrangements.
Hourly charges may apply for financial planning and consulting services, negotiable and vary by Advisor.
Fee-only: Financial planning and consulting fees negotiable; initial planning fees and ongoing periodic fees vary by scope and complexity; retirement plan consulting fees range from fixed fee up to $40,000 or ongoing asset-based fee 0.15% to 1.00% annually.
14570 Mono Way, Suite I
Sonora, CA 95370
California · Texas · Washington
OSAIC
2024 - Present (2 years)
Athenable Investment Strategies
2021 - Present (5 years)
Continuum Advisory, LLC
2021 - Present (5 years)
Triad Advisors
2021 - 2024 (3 years)
Wells Fargo Clearing
2016 - 2021 (5 years)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Wachovia Bank, N.A.
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Sonora, CA
Tweddell Goldberg Investment Management
Series 63
Sonora, CA
Tweddell Goldberg Investment Management
Series 63, Series 65
Sherwood Forest, CA
SimplyRIA Advisor Network
Series 63, Series 66
Sonora, CA
Valley Wealth Strategies, LLC
Series 66
Sonora, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 65
Sonora, CA
Forum Financial Management, LP
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