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Shanna Deshaies

Shanna Deshaies

BEDFORD, NH 03110
Some features on this profile are disabled
CRD#: 6603120
Shanna Deshaies
Shanna Deshaies

Professional summary

Shanna Deshaies, who also goes by Shanna M Chasse, Shanna M Deshaies, Shanna Marie Deshaies, was a registered financial advisor .

Shanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Shanna had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Services Offered

Retirement Planning
Financial Planning
Tax Planning

Aliases

Shanna M Chasse | Shanna M Deshaies | Shanna Marie Deshaies

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.
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847 , , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours / RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 S River Rd Suite 201, , Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Financial Advisor - Financial Advisory Practice; ; 262 South River Road Suite 201 Bedford, NH 03110, ,; Investment-Related; 01/11/2016; 60 hours per month; 60 during trading hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 10, 2026 - Present

Office #1: 262 S. River Road Suite 201, Bedford, NH 03110
BEDFORD, NH
Past

September 13, 2017 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Bedford, NH
Past

September 12, 2016 - September 24, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BEDFORD, NH

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.

Highlighted states indicate IAR registrations

IAR
New Hampshire
(9/10/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 8/2/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 5/31/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 9/12/2016
General Securities Representative Examination

Current firm

No current employment

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.

Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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