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Robert Wesley Shannon

BRAZOS WEALTH ADVISORS LLC·IOWA PARK, Texas
SIE, Series 6, Series 7, Series 63, Series 65Clean record17 years registeredBRAZOS WEALTH ADVISORS LLC
307 NORTH WALL ST, IOWA PARK, TX 76367CRD# 1673397Firm CRD# 323508

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Wesley Shannon · IOWA PARK, TX
Registration
CRD #1673397 · BRAZOS WEALTH ADVISORS LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

BRAZOS WEALTH ADVISORS LLC
Apr 2024 – present
SJK FINANCIAL PLANNING, L.L.C.
Dec 2014 – Sep 2023
FORT WORTH, TX
SIGNATOR FINANCIAL SERVICES, INC.
Jul 2008 – Dec 2014
HURST, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · July 7, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRAZOS WEALTH ADVISORS LLC
CRD 323508 · SEC 801-130548
AUM
$112M
Regulatory assets under management
Employees
2
359 client accounts
Services offered by BRAZOS WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRAZOS WEALTH ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Robert Wesley Shannon offer?
Robert Wesley Shannon specializes in Financial Planning, Investment Management. Contact their office in IOWA PARK, Texas for a consultation.
What are Robert Wesley Shannon's credentials?
Robert Wesley Shannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Wesley Shannon located?
Robert Wesley Shannon is based in IOWA PARK, Texas, working with BRAZOS WEALTH ADVISORS LLC. Their office serves clients in the IOWA PARK metropolitan area and surrounding communities.
How does Robert Wesley Shannon charge for services?
Robert Wesley Shannon'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 BRAZOS WEALTH ADVISORS LLC?
BRAZOS WEALTH ADVISORS LLC has approximately 2 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRAZOS WEALTH ADVISORS LLC

Derek William Dansby
IOWA PARK, TX
CFP

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