Shannon Eileen Mckee

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY 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

• 03/2018 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2018 → Present
  Dfcu Financial
  Ann Arbor, MI
• 09/2012 → 03/2018
  Dfcu Financial
  Dearborn, MI
• 05/2025 → Present
  Lpl Financial Llc
  Ann Arbor, MI

Previous Registrations

• 2019-01-25 → 2025-05-15
  Cuso Financial Services, L.P.
  Ann Arbor, MI

Other Businesses

1. 05/15/2025- DFCU Financial Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/05/2018- 60 Hours Per Month- 60 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2019-01-24

Other Names

• Shannon Mcgrail
• Shannon Mckee
• Shannon Eileen Mcgrail