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Shannon M. Lipp

Strategic Advisers LLC

Farmington, MI

White Lake, MI

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States

White Lake, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hd Vest Advisory Services Novi MI 09/2015 04/2019
Turning Point Training And Development Llc Novi MI 09/2015 04/2020
Select Quote Overland Park KS 10/2020 11/2020
Unemployed White Lake MI 04/2020 10/2020
Unemployed White Lake MI 11/2020 03/2021
Fidelity Investments Covington KY 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 04/2019
    Hd Vest Advisory Services
    Novi, MI
  • 09/2015 → 04/2020
    Turning Point Training And Development Llc
    Novi, MI
  • 10/2020 → 11/2020
    Select Quote
    Overland Park, KS
  • 04/2020 → 10/2020
    Unemployed
    White Lake, MI
  • 11/2020 → 03/2021
    Unemployed
    White Lake, MI
  • 03/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2017-10-05 → 2019-04-29
    Avantax Advisory Services
    White Lake, MI
    Novi, MI
  • 2015-10-06 → 2017-04-04
    Avantax Advisory Services
    Novi, MI
  • 2013-03-14 → 2014-03-24
    Avantax Advisory Services
    White Lake, MI
  • 2012-12-11 → 2013-02-01
    Pnc Wealth Management Llc
    Commerce Twp., MI
  • 2009-11-10 → 2011-03-30
    Td Ameritrade, Inc.
    Birmingham, MI
  • 2009-11-10 → 2011-03-30
    Td Ameritrade Investment Management, Llc
    Birmingham, MI
  • 2005-03-09 → 2006-02-21
    Comerica Securities
    Redford, MI
    Redford, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2021-08-26
Other Names
  • Shannon Marie Blocker
  • Shannon Marie Lipp

View on SEC IAPD

Other Firms

ASSET ALLOCATION STRATEGIES, LLC
EDWARD JONES
ADVISORY SERVICES NETWORK
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAIDER DENNIS AGENCY
OSAIC ADVISORY SERVICES, LLC

Other Investors

DARREN ANDREW WOOLSON
RICHARD JAMES BARDEN
AUSTIN MARSHALL DAHM
KENNY ROLAND GOLDNER
DAVID ALAN BARDEN
Matthew Loren Dennison
KEVIN J ARENDS
DAVID PATRICK SAWINSKI

Other Offices

ASSET ALLOCATION STRATEGIES, LLC · FARMINGTON, MI
EDWARD JONES · FARMINGTON, MI
ADVISORY SERVICES NETWORK · Farmington, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Farmington, MI
J.P. MORGAN SECURITIES LLC · FARMINGTON, MI
ADVISORY SERVICES NETWORK · FARMINGTON, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Farmington, MI
RAIDER DENNIS AGENCY · FARMINGTON, MI

More in Farmington, MI

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