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Shawn Srivastava

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,068 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

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Location

29409 Haggerty Road, Suite 200, Novi, MI, 48377

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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.

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Other Business ActivitiesSells Insurance

Shawn is involved with Senior Planning Advisors, providing client services and insurance-related support (non-sales) since June 2022. This activity takes about half of Shawn's time.

Employment History
Current Registrations
C2 Private Wealth
November 2022 - Present · 3 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Shawn Srivastava - Financial Advisor | TrueAdvisor