Shannon Erika Truman

CFP

Homestead Advisers CORP.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Homestead Advisers CORP.

Compensation

Fee-Only (AUM)

Firm Size

11 advisors

Number of Clients

2 clients

Average Client Portfolio

$3.9B average

Assets Under Management

$7.7B

Fee Structure

Minimum Investment:$5M

Location

Spring, TX

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History

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.

Employment History

Current Registrations

Homestead Financial Services CORP.

January 2025 - Present · 1 yr 1 mo

Homestead Financial Services CORP.Broker

January 2025 - Present · 1 yr 1 mo

Homestead Advisers CORP.

December 2024 - Present · 1 yr 2 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

Exams

No exam information available for this advisor.