Robert Wesley Shannon
Investment adviser representative at Brazos Wealth Advisors LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$183.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Brazos Wealth Advisors LLCAug 2022 to now
- Sjk Financial Planning, L.L.C.Nov 2014 to Sep 2023
- Texas American InsurersJul 2006 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Brazos Wealth Advisors LLC
$183.7MAssets managed
155Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1673397
- Firm CRD
- 323508