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Shannon Michael Markle

MARKLE FINANCIAL LLC·LARAMIE, Wyoming
SIE, Series 6, Series 7, Series 63, Series 66Clean record20 years registeredMARKLE FINANCIAL LLC
506 S. 21ST. ST. SUITE 101, LARAMIE, WY 82070CRD# 4358151Firm CRD# 302088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shannon Michael Markle · LARAMIE, WY
Registration
CRD #4358151 · MARKLE FINANCIAL LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MARKLE FINANCIAL LLC
Jun 2019 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Jun 2011 – Jul 2019
LARAMIE, WY
CUNA BROKERAGE SERVICES, INC.
Dec 2005 – Jun 2011
LARAMIE, WY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · December 8, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARKLE FINANCIAL LLC
CRD 302088 · SEC 801-116686
AUM
$97M
Regulatory assets under management
Employees
4
505 client accounts
Services offered by MARKLE FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at MARKLE FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Shannon Michael Markle offer?
Shannon Michael Markle specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LARAMIE, Wyoming for a consultation.
What are Shannon Michael Markle's credentials?
Shannon Michael Markle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Michael Markle located?
Shannon Michael Markle is based in LARAMIE, Wyoming, working with MARKLE FINANCIAL LLC. Their office serves clients in the LARAMIE metropolitan area and surrounding communities.
How does Shannon Michael Markle charge for services?
Shannon Michael Markle'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 MARKLE FINANCIAL LLC?
MARKLE FINANCIAL LLC has approximately 4 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MARKLE FINANCIAL LLC

Leslie Marie Johnson
LARAMIE, WY
Robert Wesley Teague
LARAMIE, WY

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