Shannon Jeanette Ross

Employer firm

Petra Financial Advisors Inc CRD 107196

$447M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2018 → 04/2019
  Accelerated Wealth Advisors Llc
  Colroado Springs, CO
• 04/2019 → Present
  Lighthouse Financial, Llc
  Broomfield, CO
• 06/2020 → 08/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2022 → Present
  Petra Financial Advisors Inc Dba Lighthouse Financial, Llc
  Colorado Springs, CO
• 05/2012 → Present
  Younify Consulting
  Colorado Springs, CO
• 12/2020 → Present
  Lighthouse Financial, Llc
  Broomfield, CO

Previous Registrations

• 2019-04-16 → 2026-04-14
  Sela Capital Group Llc
  Colorado Springs, CO
• 2020-06-01 → 2022-09-20
  Cambridge Investment Research Advisors, Inc.
  Broomfield, CO
• 2018-10-12 → 2019-04-12
  Accelerated Wealth Advisors Llc
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

1) BNW CONTRACTING INC; NON - INVESTMENT RELATED; 13511 NORTHGATE ESTATES DR, STE 200, COLORADO SPRINGS, CO; ADMIN SERVICES COMPANY; CLIENT SERVICES MANAGER; 01/2019; 10/WK- 5/TRADING 2) YOUNIFY CONSULTING, INC; NON - INVESTMENT RELATED; 13511 NORTHGATE ESTATES DR, STE 200, COLORADO SPRINGS, CO; BUSINESS CONSULTING; PRESIDENT; 05/2012; 10/WK- 10/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-21

Other Names

• Shannon Jeanette Hays
• Shannon Jeanette Ross