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Shannon Murphy Hannon

Advisor at LPL Financial — Stanwood, MI

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Stanwood, MI

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Shannon Hannon is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 28 years of industry experience. She has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. Outside of her advisory role, she is involved with Hannon Financial, a related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and advanced operational tools.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Stanwood, MI

Stanwood MI

Advisors at this office

1

Most active in

Michigan

Work history

28 years of industry experience

LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.)

2004 - Present • 22 years

Southfield, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew B

CFP®, Series 63, Series 66

Mecosta, MI

Kingsview Wealth Management, LLC

Andrew Butler is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. He has worked at Edward Jones from 2004 to 2026 before joining Kingsview Wealth Management, LLC in 2026. Butler holds Series 63 and Series 66 licenses and is based in Mecosta, Michigan. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group, providing access to a wide range of investment strategies and third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Elizabeth G

Series 66

Mecosta, MI

Kingsview Wealth Management, LLC

Elizabeth Gill is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 18 years before joining Kingsview in 2026. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management. The firm offers tailored portfolio management and utilizes proprietary model portfolios, ETFs, and partnerships to support client portfolios.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired

Grace T

Series 66

Mecosta, MI

Kingsview Wealth Management, LLC

Grace Timmers is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for four years and has a background that includes education at Grand Canyon University and work in the restaurant industry. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio management team.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Mark F

Series 66, Series 63

Big Rapids, MI

FIFTH THIRD SECURITIES, Inc.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Big Rapids, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2012 and has worked with Fifth Third Bank since 2011. Outside of his advisory role, he manages an internet marketing business focused on residential rental properties. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering diverse program types and third-party portfolio managers via its Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual funds, ETFs, SMAs, and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Elizabeth T

CFP®, Series 63, Series 65

Mecosta, MI

Raymond James & Associates

Elizabeth Tkacz Breitner is a CFP® professional with 29 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary, tailored investment solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kelly B

Series 63, Series 66

Big Rapids, MI

Cambridge Investment Research Advisors

Kelly Brockette is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has worked with the Cambridge firms since 2011 and has been associated with Lerner Financial Group since 1994. In addition to her advisory roles, she acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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