Shawn Wyatt
Shawn Wyatt is a CFP-designated registered investment advisor at North Fork Financial, LLC, based in Hutchinson, KS, with 17 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 136 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
North Fork Financial offers asset management services where they create and manage a portfolio for you. The annual fee is either 1.10% or 0.55% of the value of your account, and all fees are negotiable. The fee is calculated monthly based on the average daily value of your account.
Location
16 W. 4th Ave., Suite A, Hutchinson, KS, 67501
Get directionsHistory
Regulatory History (3)
Regulatory
October 2013Regulatory
July 2012Employment Separation After Allegations
March 2012Other Business ActivitiesSells Insurance
Shawn is an insurance agent with Strategic Financial Concepts, selling life, disability, and long-term care insurance, dedicating about half his time to this. He also serves as a volunteer board member for the Kansas Area United Methodist Foundation, spending minimal time per month and serving on the financial service committee.
Employment History
Current Registrations
North Fork Financial, LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.