Shannon Margaret Beahan
Investment adviser representative at Cooper Mcmanus
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm 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 feeOther
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
14 years in the industry.
- Cambridge Investment ResearchMar 2021 to now
- Cooper McmanusFeb 2021 to now
- Cooper Financial GroupFeb 2021 to now
- Fidelity Brokerage Services, LLCMay 2020 to Feb 2021
- Ladenburg Thalmann & Co. Inc.May 2012 to May 2020
- Ladenburg Thalmann Asset Management Inc.May 2012 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cooper Mcmanus
Legal name: Cooper Financial Group
$2.9BAssets managed
3,482Clients
62Advisers
23 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
- 5201080
- Firm CRD
- 111458