Shannon Rolando

Advisor at Edward Jones

Updated today

Location

Belle Fourche, SD 57717-2024

Credentials

Series 66

Industry experience

5 years

About

Shannon Rolando is a Series 66-licensed financial advisor with Edward Jones, based in Belle Fourche, South Dakota. She has five years of industry experience, including prior roles at Thrivent Financial and The Vernon Company. Outside of her advisory work, she is the CEO and owner of Rolando Printed Specialties, LLC, a promotional products business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers discretionary and non-discretionary managed strategies, as well as affiliated mutual funds and tax-efficient services.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management General estate planning guidance Multi-generational wealth transfer

Occupation focus

Government Employee

Demographic focus

Women Professionals

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1407 5 Th Ave

Belle Fourche, SD 57717-2024

Most active in

South Dakota · Texas

Work history

Edward Jones

2021 - Present (5 years)

Thrivent Financial

2020 - 2021 (1 year)

Thrivent Financial

2020 - 2020 (1 year)

Thrivent Investment Management Inc

2020 - 2021 (1 year)

Edward Jones

2019 - 2019 (1 year)

The Vernon Company

2015 - 2021 (6 years)

Bethesda Christian Broadcasting

2010 - 2018 (8 years)

Rolando Printed Specialisties,LLC

2001 - 2020 (19 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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Ryan A

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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