Shannon Truman is a CFP-designated registered investment advisor, based in Spring, TX, with 14 years of industry experience.
Location
Spring, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Homestead Financial Services CORP.
January 2025 - Present · 1 yr 3 mos
Homestead Financial Services CORP.Broker
January 2025 - Present · 1 yr 3 mos
Homestead Advisers CORP.
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Brasada Capital Management, LP
September 2018 - March 2024 · 5 yrs 6 mos
Aim Private Asset Management
July 2002 - January 2004 · 1 yr 6 mos
A I M Distributors, INC.Broker
April 1999 - January 2004 · 4 yrs 9 mos
Fund Management CompanyBroker
February 1996 - April 1999 · 3 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.