Darin Shank
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Leawood, KS 66211
Credentials
Series 66
Industry experience
20 years
Darin Shank is a Senior Financial Advisor at Merrill Lynch Wealth Management and a holder of multiple professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been developing planning-based relationships with clients since 2006 and is a founding member of The ASA Group, a practice formed through a merger with trusted colleagues to sustain growth and deliver comprehensive service.
Before his career in financial services, Darin spent 15 years in Corporate Finance and Accounting Management with a Fortune 500 company and served eight years in the United States Air Force. His educational background includes an Associate's Degree from the Community College of the Air Force, a Bachelor's Degree from the University of Illinois, and a Master's Degree from Keller Graduate School of Management. Darin's areas of focus include college education planning, family wealth management strategies, retirement income planning, liquidity management, and tax minimization.
Outside of his professional work, Darin and his family are active members of Sacred Heart Catholic Church in Shawnee, Kansas. He serves on the Board of the Metropolitan Community Colleges Foundation and the Board of the KC University of Illinois Alumni Club. He is also a member of the National Eagle Scout Association and has contributed to the community through roles such as District Chairman for the Shawnee Trails District of the Boy Scouts of America.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
3401 College Blvd
Leawood, KS 66211
Kansas · Missouri · Texas
Bank Of America, N.a.
2009 - Present (17 years)
Merrill
2009 - Present (17 years)
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