Alison Rose Shannon

Employer firm

Corvus Wealth Advisors LLC CRD 311261

$1.08B regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2014 → 03/2021
  Garcia Wealth Management Group, Inc.
  Templeton, CA
• 01/2021 → Present
  Corvus Wealth Advisors Llc
  Templeton, CA

Previous Registrations

• 2016-10-25 → 2021-03-29
  Garcia Wealth Management Group, Inc.
  Templeton, CA

Other Businesses

Paso Robles & Templeton Chamber of Commerce; investment related: No; Location of the business: 1314 Spring St Paso Robles California 93446 United States; Description of the business: The Chamber provides opportunities for business leaders to convene, connect, learn, advocate and grow to foster a culture of engaged, committed and successful businesses embracing the Paso Robles community.; Position Title: Board Of Directors; Responsibilities Duties: Establish and oversee the implementation of our annual goals, directives and budget. Lead and develop our policy development programs and evaluate the overall effectiveness of the Chamber's impact within our community.; Start date with business: 2025-01-01;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-25

Designations

• Certified Financial Planner

Other Names

• Alison R Venn
• Alison Rose Venn