Shawn M Powell
Advisor at 3rd Level Wealth — Hutchinson, KS
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.
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.
Credentials
Series 66
Experience Industry experience
13 years
Location
Hutchinson, KS 67501
3rd Level Wealth
Independent
Total advisors
1Clients per advisor
28 HighAvg AUM per client
$71,429 Very LowHNW client ratio
0% LowShawn Powell is a financial advisor at 3rd Level Wealth with 13 years of industry experience and holds a Series 66 designation. He has worked at firms including Waddell & Reed Inc and Cetera Advisor Networks LLC. Powell is also involved with 3rd Level Tax, a separate business that provides tax preparation and planning services. 3rd Level Wealth is a single-advisor independent registered investment adviser serving individual clients and small business entities with discretionary asset management. The firm employs a primarily passive investment strategy based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs, with services that may include financial planning covering investments, taxes, estate planning, and retirement income.
Based on 3rd Level Wealth
$0 - $1,000,000: 1.25% $1,000,000.01 - $3,000,000: 0.80% $3,000,000.01 - $10,000,000: 0.40% $10,000,000.01+: 0%
Account minimum: $100,000
Hutchinson, KS
10 S. Main St., Suite 4
Hutchinson KS 67501
Advisors at this office
1
Kansas
13 years of industry experience
3rd Level Tax
2024 - Present • 2 years
Hutchinson, KS
Crosspoint Church
2022 - Present • 4 years
Russell, KS
3rd Level Wealth, LLC
2021 - Present • 5 years
Hutchinson, KS
Cetera Advisor Networks LLC
2019 - 2022 • 3 years
Wichita, KS
CWM, LLC
2019 - 2021 • 2 years
Wichita, KS
Waddell & Reed Inc
2016 - 2019 • 3 years
Wichita, KS
Waddell & Reed
2013 - 2014 • 1 year
Topeka, KS
Edward Jones
2012 - 2013 • 1 year
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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