Advisor at Markle Financial 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
Markle Financial LLC
Location
Laramie, WY 82070
Credentials
Series 63, Series 66
Industry experience
25 years
Shannon Markle is a financial advisor at Markle Financial LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Markle Financial and affiliated entities since 2011. Outside of advisory work, he is a licensed insurance agent and is involved in managing real estate investments and a real estate investment fund. Markle Financial LLC provides portfolio management, co-advisory services, and financial planning to individuals, high-net-worth clients, and plan sponsors. The firm employs a range of analytical approaches across multiple asset classes and conducts due diligence on third-party managers while serving as adviser to a private pooled investment fund.
Based on Markle Financial LLC
Financial planning fees may be charged as fixed fees, negotiated per client and project
Consulting fees range from $75 to $775 per hour
Minimum fee: $2,500 minimum flat advisory fee per year, subject to advisor's discretion Fee-only: Advisory fees charged based on a percentage of assets under management; third-party manager fees range from 0.18% to 1.35%
506 S. 21 St. St. Suite 101
Laramie, WY 82070
Texas · Wyoming
Markle Financial LLC
2019 - Present (7 years)
Markle Financial
2011 - Present (15 years)
Cambridge Investment Research Advisors
2011 - Present (15 years)
Cambridge investment Research, Inc.
2011 - Present (15 years)
RENTAL PROPERTY
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Laramie, WY
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HP Wealth Management LLC
Series 65
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HP Wealth Management LLC
Series 63, Series 65
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Wealth Design Consulting, LLC
CFA®
Laramie, WY
HP Wealth Management LLC
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