Shannon Melissa Linder

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2002 → Present
  Heartland Sales
  Lincoln, NE
• 08/2010 → 03/2017
  Lpl Financial, Llc
  Lincoln, NE
• 09/2015 → 03/2017
  Executive Wealth Management
  Lincoln, NE
• 04/2017 → Present
  Buckingham Strategic Wealth, Llc
  St. Louis, MO
• 07/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2017-04-19 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Lincoln, NE
  St Louis, MO
• 2016-02-09 → 2017-04-19
  Executive Wealth Management
  Lincoln, NE
• 2010-08-13 → 2016-02-09
  Lpl Financial Llc
  Lincoln, NE
• 2003-10-03 → 2010-08-13
  Smith Hayes Advisers Inc
  Lincoln, NE
  Lincoln, NE
• 2002-10-03 → 2003-09-29
  Waddell & Reed
  Lincoln, NE
• 2002-05-07 → 2002-10-05
  Securities America Advisors, Inc.
  Lincoln, NE

Other Businesses

(1) 08/05/2010: Heartland Sales - Outside/W-2 Employment - INV REL - At Reported Business Location(s) - 1% Time Spent - Office Manager

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-23
• S66 Uniform Combined State Law Examination
  2002-04-16
• S63 Uniform Securities Agent State Law Examination
  2000-11-02

Designations

• Certified Financial Planner

Other Names

• Shannon Melissa Sovereign
• Shannon Melissa Linder