M. Shannon Dana
Investment adviser representative at Western Wealth Management LLC
22 yearsExperience
1 stateRegistered in
$5.4BFirm assets
10 yearsFirm in business
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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
- Seminars and workshops
Experience
22 years in the industry.
- Western Wealth Management LLCApr 2016 to now
- LPL Financial LLCApr 2016 to now
- Pinnacle Advanced Planners, IncJul 2007 to now
- College for Financial PlanningJul 2005 to now
- Dc & Associates, Inc Advanced Financial SolutionsApr 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CO).
Western Wealth Management LLC
$5.4BAssets managed
11,253Clients
113Advisers
10 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
- 4121479
- Firm CRD
- 283545