Shannon L. Goebel
Professional summary
Shannon Leigh Goebel, who also goes by Shannon L Goebel, Shannon Leigh Rear, is a registered financial professional currently at BUTTONWOOD PARTNERS, INC. located in Madison, Wisconsin.
Shannon is registered as a RR (Registered Representative) and started their career in finance in 2026. Shannon has worked at 1 firm and has passed the Series 99TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Shannon Leigh Goebel's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 5, 2026 - Present
BUTTONWOOD PARTNERS, INC.
Office #1: 701 Deming Way Suite 100, Madison, WI 53717State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 3/5/2026
Operations Professional ExaminationFINRA
Current Firm
BUTTONWOOD PARTNERS, INC.
CRD#: 27108 / SEC#: 801-37383, 8-42883
Contact information
FINRA licenses (47 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KRUEGER, BRUCE EDWARD | DIRECTOR, TREASURER, VICE PRESIDENT | 853517 |
| MCLELLAN, JODIE ANNETTE | VICE PRESIDENT AND SECRETARY | 2751334 |
| RADEMACHER, GREGORY SCOTT | PRESIDENT AND FINOP | 2949618 |
| VELOFF, KATIE MARIE | DIRECT OWNER | 7121396 |
| STRANG, TAMI KAY | CHIEF COMPLIANCE OFFICER AND MUNICIPAL SECURITIES PRINCIPAL | 1964152 |
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 16,356,725 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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