Michael Shannon Coleman
Investment adviser representative at Integrated Advisors Network LLC
12 yearsExperience
7 statesRegistered in
$5.5BFirm assets
11 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Integrated Advisors Network, LLCDec 2021 to now
- Capital City Financial PartnersDec 2021 to now
- Morgan Stanley Private Bank, N.A.Aug 2018 to now
- Morgan StanleyJul 2018 to now
- Edward JonesSep 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 7 states (IL, LA, NC, NY, SC, TX, VA).
Integrated Advisors Network LLC
$5.5BAssets managed
7,612Clients
79Advisers
11 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
- 6405946
- Firm CRD
- 171991