SI
Shannen S. Ingram
CONTINUUM ADVISORY
Sonora, CA 95370
Some features on this profile are disabled
CRD#: 5338814
SI
Professional summary
Shannen Shantel Ingram, who also goes by Shannen S Ingram, Shannen Shantel Sandelin, Shannon Sandelin, Shannen Shantel Sandelin-sims, is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Sonora, California and OSAIC WEALTH, INC. located in Sonora, California.
Shannen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Shannen has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Shannen S Ingram | Shannen Shantel Sandelin | Shannon Sandelin | Shannen Shantel Sandelin-Sims
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Continuum Advisory LLC;investment related;19218 Hillsdale Dr,Sonora,CA 95373;investment services;IAR;1/2021;160 hrs/month;130 hrs during trading;through a full financial review,I recommend investments and oversee as well as manage assets 2) Athenable Investment Strategies;investment related;19218 Hillsdale Dr,Sonora,CA 95370;investment services;IAR and registered rep;1/2021;160 hrs/month;130 hrs during trading;through a full financial review,recommend investments and oversee as well as manage assets 3) Insurance agent;investment related;19218 Hillsdale Dr,Sonora,CA 95370;fixed insurance;IAR and registered rep;1/2021;160 hrs/month;130 hrs during trading;through full financial review,recommend investments and insurance solutions while overseeing as well as management of assets 4) SHANNEN S INGRAM, NOTARY PUBLIC POSITION: Notary Public NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2006 ADDRESS: 19218 Hillsdale dr, Sonora CA 95370, United States DESCRIPTION: performing notarial duties 5) RUGGED EDGE DESIGNS POSITION: co-owner/spouse NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2018 ADDRESS: 19218 Hillsdale dr, Sonora CA 95370, United States DESCRIPTION: this is my husbands side business. If I do anything it is helping with delivery 6) Beauty Secrets by Shannen Ingram;Investment related:no;19218 Hillsdale Dr., Sonora, CA 95370;Nature or Structure of Business: selling SeneGence makeup and hand made sewing items;Position: owner; Start date:04/2017; hours per month:5; securities trading hours 0; Place orders for customers for makeup products and sew blankets and masks 7) SHANNEN INGRAM'S HOMESTEAD POSITION: owner and operator of the homestead NATURE: sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 03/29/2025 ADDRESS: 19218 Hillsdale dr, Sonora CA 95370, United States DESCRIPTION: Raise and maintain chickens, pigs, and ducks. I am selling duck eggs, chicken eggs, and pork.
CRS (Client Relationship Summary) - RIA
Click below to view Shannen Shantel Ingram's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 27, 2021 - Present
CONTINUUM ADVISORY, LLC
Office #1: 14570 Mono Way Suite I, Sonora, CA 95370RIA
CRD#: 283155
Sonora, CA
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
RIA
BD
CRD#: 23131
Sonora, CA
Past
January 22, 2021 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Sonora, CA
Past
August 16, 2018 - February 1, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
SONORA, CA
Past
August 20, 2007 - February 1, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
SONORA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/23/2024)
RR
Arizona(8/23/2024)
IAR
California(1/27/2021)
RR
California(8/23/2024)
RR
Idaho(8/23/2024)
RR
Nevada(8/23/2024)
RR
Pennsylvania(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
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Contact information
Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,852 |
| AUM (Assets Under Management) | $ 1,417,081,752 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
