Shane Michael Skinner
Investment adviser representative at Zega Investments, LLC
10 yearsExperience
1 stateRegistered in
$614MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Zega Investments, LLCMar 2025 to now
- Charles Schwab & Co., Inc.Jan 2024 to Apr 2025
- Scalp TradeJan 2022 to Feb 2022
- TD Ameritrade Inc.Jun 2020 to Jun 2024
- UnemployedApr 2020 to May 2020
- Kingston Wealth Management GroupMay 2019 to Jul 2019
- TargetJun 2018 to Mar 2020
- Watterson DiningJan 2018 to Mar 2018
- Buffalo Wild WingsJun 2017 to Aug 2017
- Ohana Pools, Spas, & BilliardsMay 2017 to Aug 2017
- Illinois State UniersityAug 2016 to Sep 2018
- Illinois State UniversityAug 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Zega Investments, LLC
$614MAssets managed
224Clients
6Advisers
2 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
- 7126188
- Firm CRD
- 330428