Unclaimed Profile

Ned Michael Shanahan

FIRST SAVINGS FINANCIAL SERVICES, INC.·DANVILLE, Pennsylvania

Series 7, Series 9, Series 10, Series 24, Series 27, Series 53, Series 55, Series 63, Series 6524 years registeredFIRST SAVINGS FINANCIAL SERVICES, INC.

2 WALNUT STREET, DANVILLE, PA 17821CRD# 1438885Firm CRD# 151715

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ned Michael Shanahan · DANVILLE, PA

Registration

CRD #1438885 · FIRST SAVINGS FINANCIAL SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST SAVINGS FINANCIAL SERVICES, INC.

FIRST SAVINGS FINANCIAL SERVICES, INC.

Dec 2009 – Jun 2013

DANVILLE, PA

AMP ASSET MANAGEMENT, INC.

Aug 2005 – Dec 2009

DANVILLE, PA

SAFECO INVESTMENT SERVICES, INC.

Aug 2001 – Apr 2004

REDMOND, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 24

Series 27

Series 53

Series 55

Series 63

Series 65

Registration record

First registered · August 28, 2001

Years registered · 24

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PENN INVESTMENT ADVISORS, INC.

CRD 151715 · SEC 801-70683

AUM

$574M

Regulatory assets under management

Employees

1,139 client accounts

Services offered by PENN INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PENN INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Ned Michael Shanahan offer?

Ned Michael Shanahan specializes in Financial Planning, Investment Management, Wealth Management.

What are Ned Michael Shanahan's credentials?

Ned Michael Shanahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ned Michael Shanahan located?

Ned Michael Shanahan is based in DANVILLE, Pennsylvania, last registered with FIRST SAVINGS FINANCIAL SERVICES, INC..

How does Ned Michael Shanahan charge for services?

Ned Michael Shanahan'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 FIRST SAVINGS FINANCIAL SERVICES, INC.?

FIRST SAVINGS FINANCIAL SERVICES, INC. has approximately 9 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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