Shannon Lea Clark

Employer firm

The Alchemists, LLC CRD 333737

$25.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• RETIREMENT PLAN SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 03/2017
  Wilkerson Resource Advisors, Llc
  Arden Hills, MN
• 04/2017 → 06/2021
  Nicollet Investment Management, Inc.
  Minneapolis, MN
• 07/2021 → 07/2026
  Kestra Advisory Services Llc
  New York City, NY
• 08/2026 → Present
  The Alchemists, Llc (Dba True North Wealth Collective)
  Stamford, VT

Previous Registrations

• 2021-07-30 → 2026-07-28
  Kestra Advisory Services, Llc
  New York, NY
  Austin, TX
  Ham Lake, MN
• 2017-04-18 → 2021-06-30
  Nicollet Investment Management, Inc.
  Minneapolis, MN
  Minneapolis, MN
• 2016-04-22 → 2017-04-07
  Wilkerson Resource Advisors
  Minneapolis, MN

Designations

• Certified Financial Planner

Other Names

• Shannon Lea Clark
• Shannon Lea Vanthilt