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Shannon Melissa Linder

EXECUTIVE WEALTH MANAGEMENT LTD·LINCOLN, Nebraska
Unclaimed Profile
6940 "O" ST., SUITE 300, LINCOLN, NE 68510CRD# 4174653Firm CRD# 281667
01

About

Shannon Melissa Linder is a registered financial advisor based in LINCOLN, Nebraska, affiliated with EXECUTIVE WEALTH MANAGEMENT LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EXECUTIVE WEALTH MANAGEMENT LTD
EXECUTIVE WEALTH MANAGEMENT
AUM
$308M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at EXECUTIVE WEALTH MANAGEMENT LTD →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4174653
Firm CRD# 281667
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shannon Melissa Linder offer?
Shannon Melissa Linder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
What are Shannon Melissa Linder's credentials?
Shannon Melissa Linder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Melissa Linder located?
Shannon Melissa Linder is based in LINCOLN, Nebraska, working with EXECUTIVE WEALTH MANAGEMENT LTD. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Shannon Melissa Linder charge for services?
Shannon Melissa Linder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EXECUTIVE WEALTH MANAGEMENT LTD?
EXECUTIVE WEALTH MANAGEMENT LTD has approximately 12 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LINCOLN
Matthew John Kinsella — AMERITAS ADVISORY SERVICES, LLCSean Lee Rich — AMERITAS INVESTMENT CORPCrystal Lynn Demoss — AMERITAS INVESTMENT CORPDonita Gay Erickson — AMERITAS INVESTMENT CORPJeffrey Charles Johnson — EXECUTIVE WEALTH MANAGEMENT LTD
Nearby cities in Nebraska
OMAHA (429)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)GRAND ISLAND (10)
City Guides
OMAHA GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA GuideGRAND ISLAND Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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