Shawn Todd Pomeroy
Advisor at Iwealth — Waseca, MN
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 63, Series 66
Experience Industry experience
15 years
Location
Waseca, MN 56093
Iwealth
Team
Total advisors
6Clients per advisor
119 Very HighAvg AUM per client
$426,892 Very LowHNW client ratio
9% Very LowShawn Pomeroy is a financial advisor at iWealth with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with ICA Group Wealth Management, LLC and LPL Financial. Pomeroy is also a commissioned Minnesota notary. iWealth Financial, LLC serves individuals, trusts, pension and profit-sharing plans, and business entities by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a variety of analytical methods in constructing portfolios and manages $311.6 million in discretionary assets through a team of five advisors.
Based on Iwealth
Flat fees up to $50,000 for financial planning and consulting services; retirement plan consulting fees may be flat fees.
up to 1.90% annually
Representatives may earn commissions for sales of securities or investment products as registered representatives of LPL Financial LLC.
Hourly fees up to $500/hour for financial planning and consulting services.
Fee-only: Hourly fees up to $500/hour and flat fees up to $50,000 for financial planning and consulting services; fees may be waived for investment management clients.
Waseca, MN
213 15th Avenue NE
Waseca MN 56093
Advisors at this office
6
Minnesota · Texas
15 years of industry experience
iWealth Financial, LLC
2024 - Present • 2 years
Waseca, MN
ICA Group Wealth Management, LLC
2021 - 2024 • 3 years
Waseca, MN
LPL Financial
2017 - Present • 9 years
Waseca, MN
Investment Centers of America, Inc.
2012 - 2017 • 5 years
Waseca, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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