Stephanie Jo Shinn
Investment adviser representative at Commonwealth Financial Network
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm 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 feeCommissions
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
19 years in the industry.
- Narrows FinancialJul 2026 to now
- Commonwealth Financial NetworkOct 2020 to now
- Financial Advisory PartnersOct 2020 to Jul 2026
- Kms Financial Services, IncNov 2007 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (WA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 4574645
- Firm CRD
- 8032