Skip to content

Shannon Kofford Chandler

Investment adviser representative at Sem Wealth Management
24 yearsExperience
1 stateRegistered in
$933.5MFirm assets
28 yearsFirm in business

Are you Shannon Kofford Chandler? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Sem Wealth ManagementJul 2002 to now
  2. Strategic Equity Management Inc.Apr 2002 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Sem Wealth Management

Legal name: Strategic Equity Management, Inc.

$933.5MAssets managed
1,990Clients
8Advisers
28 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
3106991
Firm CRD
112142
Advisor's SEC record (opens in a new tab)
CallContact this firm