Shannen Shantel Ingram
Investment adviser representative at Continuum Advisory, LLC
19 yearsExperience
3 statesRegistered in
$1.9BFirm 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
Experience
19 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Continuum Advisory, LLCJan 2021 to now
- Athenable Investment StrategiesJan 2021 to now
- Triad AdvisorsJan 2021 to Aug 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
- Wachovia Bank, N.A.Feb 2007 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
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
- 5338814
- Firm CRD
- 283155