Stephanie Jo Shinn

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2007 → 10/2020
  Kms Financial Services, Inc
  Seattle, WA
• 10/2020 → Present
  Commonwealth Financial Network
  San Diego, CA
• 10/2020 → 07/2026
  Financial Advisory Partners
  Tacoma, WA
• 07/2026 → Present
  Narrows Financial
  Tacoma, WA

Previous Registrations

• 2007-11-20 → 2020-10-14
  Kms Financial Services, Inc.
  Tacoma, WA
  Seattle, WA
  Tacoma, WA
• 2005-02-14 → 2010-03-17
  Purcell Advisory Services, Llc
  Tacoma, WA

Other Businesses

Fixed insurance sales; as of 10/13/2020; 0% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-26

Designations

• Certified Financial Planner

Other Names

• Stephanie Jo Hedges