Robert Wesley Shannon

Employer firm

Brazos Wealth Advisors LLC CRD 323508

$184M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 07/2006 → 11/2016
  Texas American Insurers
  Fort Worth, TX
• 11/2014 → 09/2023
  Sjk Financial Planning, L.L.C.
  Hurst, TX
• 08/2022 → Present
  Brazos Wealth Advisors Llc
  Iowa Park, TX

Previous Registrations

• 2014-12-10 → 2023-09-19
  Sjk Financial Planning, L.L.C.
  Fort Worth, TX
• 2008-07-07 → 2014-12-24
  Signator Financial Services, Inc.
  Fort Worth, TX
  Hurst, TX

Other Businesses

1.) Independent Insurance Agent; Investment Related; Iowa Park, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-01
• S63 Uniform Securities Agent State Law Examination
  1987-08-24

Designations

• Certified Financial Planner

Other Names

• Wes Shannon