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Shannon Elizabeth Dowling

Truepoint, Inc.

Cincinnati, OH

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Current Employers
Truepoint, Inc.

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-16
  • OH RA
    APPROVED
    Since 2026-03-16

Branch Locations

9999 Carver Road Suite 200, Cincinnati, OH 45242 • 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
Fidelity Brokerage Services, Llc Covington KY 06/2019 07/2020
Unviersity Of Cincinnati Cincinnati OH 08/2014 05/2019
Forward Edge Cincinnati OH 08/2016 01/2017
Axa Advisors, Llc Cincinnati OH 05/2017 08/2017
Matthew Mcmanus Cincinnati OH 08/2017 12/2017
Schulte Financial Group Blue Ash OH 01/2018 04/2018
Intuit, Inc Reno NV 05/2018 08/2018
Fidelity Brokerage Services, Llc Covington KY 07/2020 01/2022
Truepoint, Inc. Cincinnati OH 01/2022 04/2025
Truepoint, Inc. Cincinnati OH 04/2025 Present
  • 06/2019 → 07/2020
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 08/2014 → 05/2019
    Unviersity Of Cincinnati
    Cincinnati, OH
  • 08/2016 → 01/2017
    Forward Edge
    Cincinnati, OH
  • 05/2017 → 08/2017
    Axa Advisors, Llc
    Cincinnati, OH
  • 08/2017 → 12/2017
    Matthew Mcmanus
    Cincinnati, OH
  • 01/2018 → 04/2018
    Schulte Financial Group
    Blue Ash, OH
  • 05/2018 → 08/2018
    Intuit, Inc
    Reno, NV
  • 07/2020 → 01/2022
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 01/2022 → 04/2025
    Truepoint, Inc.
    Cincinnati, OH
  • 04/2025 → Present
    Truepoint, Inc.
    Cincinnati, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-09-06
  • S63 Uniform Securities Agent State Law Examination
    2019-09-06
Designations
Other Names
  • Shannon Elizabeth Dowling
  • Shannon Dowling

View on SEC IAPD

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JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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