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Shawn Brian Shindelar

Advisor at LPL Financial — Ogden, IA

Updated today

Credentials

Series 66

Experience

3 years

Location

Ogden, IA 50212

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

Shawn Shindelar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Goodwealth Financial Partners and RE/MAX Real Estate Center. He also holds a notary commission in Ames, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and supporting 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

Ogden, IA

309 W Walnut St

Ogden IA 50212

Advisors at this office

3

Most active in

Iowa · Texas

Work history

3 years of industry experience

LPL Financial

2022 - Present • 4 years

Ames, IA

Goodwealth FP

2022 - 2022 • 1 year

Ogden, IA

RE/MAX Real Estate Center

2022 - 2022 • 1 year

Ames, IA

Sherer Construction

2021 - 2022 • 1 year

Granger, IA

Iowa State University

2017 - 2021 • 4 years

Ames, IA

Decorah High School

2013 - 2017 • 4 years

Decorah, IA

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 R

Series 65, Series 63

Boone, IA

Russell Wealth Advisors

Andrew Russell is a financial advisor at Russell Wealth Advisors with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Russell Wealth Advisors since 2017, as well as with LPL Financial and Russell Wealth Management. Russell Wealth Advisors serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, standalone financial planning, and consulting engagements. The firm uses a combination of fundamental, technical, and cyclical analysis for portfolio management and offers tailored solutions that consider special tax and stock-related situations.

General retirement planning General tax planning Charitable giving & philanthropy
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Gary R

Series 63

Boone, IA

Russell Wealth Advisors

Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.

General retirement planning General tax planning Charitable giving & philanthropy
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Adam R

Series 63, Series 66

Boone, IA

Russell Wealth Advisors

Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.

General retirement planning General tax planning Charitable giving & philanthropy
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Pierce K

Series 66

Boone, IA

First Heartland Consultants, Inc.

Pierce Kienitz is a financial advisor at First Heartland Consultants, Inc. with a Series 66 designation. He has been with the firm since 2026 and has experience working at the University of Iowa and in education roles at various schools from 2015 to 2023. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, utilizing a blend of fundamental, technical, and cyclical analysis along with both strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
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Troy T

CFP®, Series 63, Series 65

Boone, IA

First Heartland Consultants, Inc.

Troy Thompson is a CFP® professional with 37 years of industry experience, currently serving at First Heartland Consultants, Inc. in Boone, IA. He has been with First Heartland Capital Inc since 2002. Thompson is a volunteer member of the Boone County Hospital Board of Trustees. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Gabe B

ChFC®, Series 63, Series 65

Boone, IA

J. W. Cole Advisors, Inc.

Gabe Bowers is a financial advisor with J.W. Cole Advisors, Inc. He holds the ChFC® designation and has 24 years of industry experience. Bowers has worked at J.W. Cole Advisors since 2022 and previously at Osaic Wealth, Inc. and Signator Investors, Inc. He serves as a board member and secretary of the Boone Education Endowment Fund and is involved in local community organizations including Boone County Economic Growth and Boone/Story I-Club. J.W. Cole Advisors operates a large network of independent advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms and third-party managers for individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental and technical analysis and provides both discretionary and non-discretionary account management options.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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