Financial Institution Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Institution Services, LLC provides discretionary portfolio management and related investment advice to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities. The firm also provides rollover recommendations for retirement accounts and manages approximately $259 million in discretionary client assets across roughly 332 client accounts.
The firm develops asset allocation strategies tailored to clients’ objectives, risk tolerance, tax status, and time horizon and invests across mutual funds, ETFs, individual equities, bonds, warrants and other securities. It generally manages client accounts on a discretionary basis, conducts periodic (at least quarterly) account reviews, and will offer non-discretionary management for certain qualified plan assets.
Several features in the brochure are notable for a small advisory team: the firm reports substantial AUM with only two advisors and operates multiple offices, and it discloses that some advisory personnel were formerly insurance agents who may still receive trail commissions from prior insurance sales. The firm also requires use of its recommended custodian to participate in its advisory services and explicitly acknowledges conflicts of interest related to rollovers and third‑party non‑cash benefits, while stating policies intended to address those conflicts.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.75% $1,500,001 - $2,000,000: 0.65% Over $2,000,000+: 0.50%
Fee-only: Asset management advisory fees as per tiered schedule above
Main office
See officeLas Vegas NV
Advisors at this office
1
Most active in
Florida · Michigan · Minnesota · Nevada · Texas
Also doing business as
Financial Institution Services · Financial Institution Services, LLC · Shink, David Gregory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David S
CFP®, Series 63, Series 65
Las Vegas, NV
Financial Institution Services, LLC
David Shink is a CFP® professional with over 30 years of experience in the financial services industry. He has worked at Financial Institution Services, LLC since 2007 and has been associated with Securities America, Inc. since 2020. In addition to his advisory work, Shink is an author. Financial Institution Services, LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporate entities. The firm manages discretionary and non-discretionary portfolios using tailored asset allocation strategies and serves approximately 332 clients with a focus on fiduciary retirement-account advice.
Hannah S
Series 65
Minneapolis, MN
Financial Institution Services, LLC
Hannah Shink is a financial advisor with Financial Institution Services, LLC in Minneapolis, MN, holding a Series 65 designation and one year of industry experience. Her prior work includes roles at Ford Motor Company, Apple Inc., and Horizontal Integration. Financial Institution Services, LLC provides discretionary portfolio management and investment advice to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $259 million in assets. The firm focuses on tailored asset allocation strategies and invests across a range of securities, generally managing client accounts on a discretionary basis.
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