Michelle Ann Shawn

Employer firm

Retirement & Investment Planning, Inc. CRD 306082

$4.91M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2009 → Present
  Retirement & Investment Planning, Inc
  Petoskey, MI
• 12/2017 → 12/2019
  Gradient Advisors, Llc
  Arden Hills, MN
• 01/2020 → Present
  Retirement & Investment Planning, Inc
  Petoskey, MI
• 09/2017 → Present
  Senior Benefits Network
  Petoskey, MI

Previous Registrations

• 2017-12-05 → 2019-12-31
  Gradient Advisors, Llc
  Petoskey, MI
  Arden Hills, MN
• 2015-01-12 → 2015-12-10
  Packerland Brokerage Services, Inc.
  Petoskey, MI
  Boyne City, MI

Other Businesses

SENIOR BENEFITS NETWORK; 616 PETOSKEY ST, STE 208, PETOSKEY, MI 49770; TITLE: AGENT; MEDICARE, LIFE AND ANNUITIES; Investment related; START DATE: 09/2017

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-19
• S63 Uniform Securities Agent State Law Examination
  2013-11-20

Other Names

• Michelle Wood
• Michelle Anderson