Hannah Rose Shink
Investment adviser representative at Financial Institution Services, LLC
10 yearsExperience
1 stateRegistered in
$258.7MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Financial Institution Services, LLCAug 2024 to now
- Horizontal IntegrationJan 2024 to Jul 2024
- UnemployedJul 2023 to Jan 2024
- Ford Motor CompanyJun 2021 to Jun 2023
- Financial Institution Services, LLCJul 2020 to May 2021
- Ford Motor CompanyJun 2019 to Jul 2020
- BlocApr 2018 to May 2019
- Apple IncJun 2016 to Apr 2018
- Full Time StudentOct 2014 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
Financial Institution Services, LLC
$258.7MAssets managed
332Clients
2Advisers
4 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
- 7330989
- Firm CRD
- 145269