Shawn Patrick Mcgrane

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 01/2013 → 10/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 01/2013 → 10/2018
  Mml Distributors, Llc
  Springfield, MA
• 10/2018 → 10/2021
  American United Life
  Burlington, MA
• 11/2018 → 10/2021
  Oneamerica Securities
  Burlington, MA
• 10/2021 → Present
  Lockton Companies Llc
  Farmington, CT
• 10/2021 → 12/2021
  Lockton Investment Securities
  Farmington, CT
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Other Businesses

LOCKTON COMPANIES, LLC; 76 Batterson Park Road, 3rd Floor, Farmington, CT, 06032; LOCKTON COMPANIES, LLC IS AN INSURANCE BROKERAGE FIRM. LESS THAN 5% OF MY TIME I PROVIDE GENERAL INSURANCE BROKERAGE SERVICES (HEALTH INSURANCE, GROUP LIFE INSURANCE, ETC.) TO CLIENTS.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-28
• S63 Uniform Securities Agent State Law Examination
  2011-04-08

Other Names

• Shawn Patrick Mcgrane
• Shawn Mcgrane