SR
CFP
SR
CFP

Shannon Rozairo

7 Years of Experience
Portland, OR

Shannon Rozairo is a CFP-designated registered investment advisor at Cordant Wealth Partners, based in Portland, OR, with 7 years of industry experience. Shannon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 150 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$337.7M
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Location

2175 NW Raleigh St., Suite 110, Portland, OR, 97210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cordant Wealth Partners
November 2018 - Present · 7 yrs 5 mos
State Registrations5 states
AZCAORTXWA
Advisor

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.

Exams
No exam information available for this advisor.