Shannon Jeanette Ross
Investment adviser representative at Petra Financial Advisors Inc
14 yearsExperience
1 stateRegistered in
$447.2MFirm assets
35 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
14 years in the industry.
- Petra Financial Advisors IncSep 2022 to now
- Petra Financial Advisors Inc dba Lighthouse Financial, LLCAug 2022 to now
- Lighthouse Financial, LLCApr 2019 to now
- Younify ConsultingMay 2012 to now
- Cambridge Investment Research Advisors, Inc.Jun 2020 to Aug 2022
- Accelerated Wealth Advisors LLCOct 2018 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Petra Financial Advisors Inc
$447.2MAssets managed
378Clients
6Advisers
35 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
- 7030233
- Firm CRD
- 107196