Unclaimed Profile

Shannon Allen

NORTHWEST PASSAGE CAPITAL ADVISORS LLC·MILWAUKEE, Wisconsin

Clean recordNORTHWEST PASSAGE CAPITAL ADVISORS LLC

172 N BROADWAY, MILWAUKEE, WI 53202CRD# 6564096Firm CRD# 281466

Profile Verification

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

Identity

Shannon Allen · MILWAUKEE, WI

Registration

CRD #6564096 · NORTHWEST PASSAGE CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shannon Allen is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NORTHWEST PASSAGE CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Shannon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Shannon is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

NORTHWEST PASSAGE CAPITAL ADVISORS LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHWEST PASSAGE CAPITAL ADVISORS LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6564096

Firm CRD# 281466

View on FINRA BrokerCheck →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Shannon Allen offer?

Shannon Allen specializes in Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Shannon Allen's credentials?

Shannon Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shannon Allen located?

Shannon Allen is based in MILWAUKEE, Wisconsin, working with NORTHWEST PASSAGE CAPITAL ADVISORS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Shannon Allen charge for services?

Shannon Allen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHWEST PASSAGE CAPITAL ADVISORS LLC?

NORTHWEST PASSAGE CAPITAL ADVISORS LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →