Matthew Donald Shannahan

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

• 08/2011 → 03/2022
  Nations Financial Group, Inc.
  Eagle, ID
• 03/2022 → Present
  Lpl Financial
  Eagle, ID

Previous Registrations

• 2011-08-16 → 2022-03-02
  Nations Financial Group, Inc.
  Cedar Rapids, IA
  Eagle, ID
• 2005-11-01 → 2011-08-16
  American Independent Securities Group, Llc
  Eagle, ID
  Eagle, ID
  Eagle, ID
  Eagle, ID
• 2002-05-15 → 2005-10-31
  First Heartland Consultants, Inc.
  Boise, ID

Other Businesses

1) 1/1997 - DBA for LPL Business (entity for LPL business) - IDAHO FINANCIAL GROUP - Investment Related - Eagle, ID 83616 2) 1/1997 - Non-Variable Insurance - Matthew Shannahan - Investment Related - Eagle, ID 83616 3) 1/2007 - Real Estate Rental - Matthew Shannahan - Investment Related - 10 hr/mon - 212 Cottonwood Ct Eagle, ID 83616

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-26
• S63 Uniform Securities Agent State Law Examination
  1988-12-10

Designations

• Chartered Financial Consultant