Best Investors Account Sign in
Inactive

Michelle Ann Shawn

Retirement & Investment Planning, Inc.

Petoskey, MI

Claim This Profile
Current Employers
Retirement & Investment Planning, Inc.

616 Petoskey St., Suite 208, Petoskey, MI 49770 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-01
  • MI RA
    APPROVED
    Since 2025-12-01

Branch Locations

616 Petoskey St., Suite 208, Petoskey, MI 49770 • 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
Retirement & Investment Planning, Inc Petoskey MI 05/2009 Present
Gradient Advisors, Llc Arden Hills MN 12/2017 12/2019
Retirement & Investment Planning, Inc Petoskey MI 01/2020 Present
Senior Benefits Network Petoskey MI 09/2017 Present
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-19
S63 Uniform Securities Agent State Law Examination 2013-11-20
  • 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

View on SEC IAPD

Other Firms

EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ASH MATSON WEALTH PARTNERS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC

Other Investors

Daniel Robert Ledingham
Andrew Glover
MITCHELL BLAINE GLOVER
ROCHELLE JILLENE ROERIG
KIMBERLY ANN PHELPS
DOUGLAS ALAN BROWN
Kirsten Rene Reynolds
JEFFREY JOHN KAZMIERSKI

Other Offices

EDWARD JONES · PETOSKEY, MI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · PETOSKEY, MI
PNC WEALTH MANAGEMENT LLC · PETOSKEY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Petoskey, MI
ASH MATSON WEALTH PARTNERS, INC. · PETOSKEY, MI
RAYMOND JAMES & ASSOCIATES, INC. · PETOSKEY, MI
J.P. MORGAN SECURITIES LLC · PETOSKEY, MI
LPL FINANCIAL LLC · PETOSKEY, MI

More in Petoskey, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor