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Inactive

Shannon Lynch

Compound Planning, Inc.

New York, NY

Lafayette, CO

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
NC RA APPROVED 2024-06-10
TX RA APPROVED 2024-06-10
  • CO RA
    APPROVED
    Since 2025-01-01
  • NC RA
    APPROVED
    Since 2024-06-10
  • TX RA
    APPROVED
    Since 2024-06-10

Branch Locations

115 Broadway 5Th Floor, New York, NY 10006 • United States

Lafayette, CO • 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
Personal Capital Advisors Denver CO 05/2014 07/2017
Personal Capital Advisors Phoenix AZ 07/2017 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 01/2024
Compound Planning New York NY 01/2024 Present
  • 05/2014 → 07/2017
    Personal Capital Advisors
    Denver, CO
  • 07/2017 → 04/2023
    Personal Capital Advisors
    Phoenix, AZ
  • 04/2023 → 01/2024
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 01/2024 → Present
    Compound Planning
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-24
  • S66 Uniform Combined State Law Examination
    2011-10-24
Designations
Other Names
  • Shannon Marie Lynch
  • Shannon Baer

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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