Shawn Stephen Twigg
Investment adviser representative at John G. Ullman & Associates, Inc
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- John G. Ullman & Associates, Inc.Oct 2024 to now
- Kyle M. TwiggSep 2024 to now
- Cetera Investment Advisers LLCJun 2023 to Oct 2024
- Cetera Advisor Networks LLCJun 2021 to Oct 2024
- Comprehensive Financial GroupAug 2020 to Oct 2024
- Voya Financial Advisors, Inc.Aug 2020 to Jun 2021
- Pennline Service IncMar 2018 to Aug 2020
- Cascade Land Clearing IncJul 2017 to Mar 2018
- Steve Twigg Trucking IncMar 2009 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
John G. Ullman & Associates, Inc
Legal name: Ullman John & Associates Inc
$1.5BAssets managed
1,009Clients
23Advisers
48 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
- 7290749
- Firm CRD
- 105361