Shawn Michael Fleming
Investment adviser representative at Professional Wealth Management Services LLC
17 yearsExperience
1 stateRegistered in
ChFC®Designation
$136.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Professional Wealth Management Services LLCMay 2009 to now
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Professional Wealth Management Services LLC
$136.2MAssets managed
60Clients
2Advisers
4 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
- 5316725
- Firm CRD
- 150266