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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-15-2006
- Office Locations
- 1
Office Locations
About Shankland Financial Advisors, LLC
Shankland Financial Advisors, LLC is an independent RIA providing fee-based separate account management and personalized investment planning for individual investors, with a focus on retirement income planning (“income mapping”) and oversight of 401(k), TSP and variable annuity accounts. Portfolios are implemented primarily with ETFs and other public funds, managed with discretionary, research-driven decision-making. Custodies through Schwab. Led by principal Daryl Shankland, advising clients since 1980.
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Owner & Executives
DARYL BURNETT SHANKLAND
Chief Compliance Officer, Managing Member, Principal
- CRD
- #735632
- Ownership
- 75% or more
BRUCE LAWRENCE WHITNEY
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,241,872 | $286,500 |
| Non-Discretionary | $0 | -- |
| Total | $88,241,872 | $286,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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