Best Investors Account Sign in
Inactive

Shannon Melissa Linder

Focus Partners Wealth, LLC

Lincoln, NE

St. Louis, MO

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-07-02
  • NE RA
    APPROVED
    Since 2024-07-02

Branch Locations

6940 O Street Suite 300, Lincoln, NE 68510 • United States

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • 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
Heartland Sales Lincoln NE 11/2002 Present
Lpl Financial, Llc Lincoln NE 08/2010 03/2017
Executive Wealth Management Lincoln NE 09/2015 03/2017
Buckingham Strategic Wealth, Llc St. Louis MO 04/2017 Present
The Colony Group, Llc Boston MA 07/2024 Present
  • 11/2002 → Present
    Heartland Sales
    Lincoln, NE
  • 08/2010 → 03/2017
    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
    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
CodeExamDate
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
  • 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
Other Names
  • Shannon Melissa Sovereign
  • Shannon Melissa Linder

View on SEC IAPD

More in Lincoln, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor