Shannon Lea Mcdaniel Mehls

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → Present
  J A Counter & Assoc.
  New Richmond, WI
• 10/2015 → 09/2016
  Ja Counter Wealth Management
  New Richmond, WI
• 03/2016 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2016 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-03-31 → 2016-04-14
  Transamerica Financial Advisors, Llc
  New Richmond, WI

Other Businesses

1.OHRENDA, LLC, 150 W 1st Street Suite 220, PO Box 366, New Richmond WI 54017, 10/2017, Owner, DBA Name, INV REL, 200 HR/MO, 28 HR/MO TRADING. 2.NOTARY PUBLIC, 150 W 1ST STREET, STE 220, PO BOX 366, NEW RICHMOND, WI, 8/13/2010. NIR - 2 HR/YR - 2/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 3/2016 AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 40/TRADING. 03/24/16 4.SHANNON MEHLS, INDEPENDENT INSURANCE AGENT, 150 W 1ST STREET, STE 220, PO BOX 366, NEW RICHMOND, WI, 6/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 5/TRADING. 5.PRAIRIE BAR, INC. 206 Main Street, Star Prairie WI 54017, United States, 11/01/2022, Board Member, NIR, 20 HR/MO - 0 HR/MO TRADING 6.PREFERRED PARTNERS, 350 Indiana Street, Suite 730, Golden CO 80401, 07/2025, Contracted (1099) OSJ Designee, Salary, INV REL, 160 HR/MO, 130 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-24
• S63 Uniform Securities Agent State Law Examination
  2006-04-05

Other Names

• Shannon Lea Gerdeman
• Shannon Lea Mehls
• Shannon Lea Mehls