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Garth S
CFP®, Series 65
Portland, OR
aLuman
Garth Shinn is a CFP® professional with 24 years of industry experience. He has been with aLuman since 2015. Based in Portland, OR, he holds the Series 65 designation. aLuman primarily serves individual clients, including a significant number of high-net-worth individuals, and small business owners, offering discretionary portfolio management and comprehensive financial planning. The firm employs an academically based, tactical buy-and-hold investment approach with broad diversification and emphasizes low turnover and periodic rebalancing.
Keaton S
CFP®, Series 65
Saint Paul, MN
aLuman
Keaton Shinn is a CFP® with three years of industry experience, currently serving as an advisor at aLuman in Saint Paul, MN. His prior work includes roles at the University of Minnesota and operating his own firm, Keaton Shinn LLC. aLuman primarily serves individual clients—including a significant number of high-net-worth individuals—and small business owners, providing discretionary portfolio management and comprehensive financial planning with an academically based, tactical buy-and-hold investment approach.
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