Shannon Cruce Britt

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING 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

• 09/2017 → Present
  Wealth Concepts
  St. Peters, MO
• 09/2019 → Present
  Money Concepts Advisory Services
  Palm Beach Gardens, FL
• 09/2006 → 08/2017
  First Community National Bank
  Eureka, MO
• 10/2024 → Present
  Castellum Asset Management
  Saint Peters, MO

Other Businesses

1. Wealth Concepts, Inc. Start Date 09/11/2017. In charge of Company's operations. 102 Total hrs per month. 87 hours during trading hours. 2. Castellum Asset Management, since 10/15/2024, Consulting Services, Investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-12