Louis Shinaman has been an investment adviser representative at Destiny Wealth Partners since July 2017, and is not listed among the firm’s executive officers or direct owners. Louis Shinaman holds an Associate of Science degree from Valencia College.
Destiny Wealth Partners, LLC is a Tavares, FL firm with $947M under management, 939 clients and 11 advisers across 5 offices, as of its June 2026 filing.
Louis Shinaman is Senior Wealth Advisor and Partner of Destiny Wealth Partners. He has worked as a financial advisor for more than three decades and began his career as a Registered Representative in 1996. He works with high net worth individuals and small to medium-sized businesses, coordinating a financial wellness program with a team of industry professionals, and is a senior member of the firm's investment management committee.
Louis Shinaman’s longest registration was 9 years at Ruggie Wealth Management (2011–2021). Before joining Destiny Wealth Partners in 2017, Louis Shinaman was registered through Ruggie Wealth Management.
- CWM, LLC– · 1 yearTavares, FL · Adviser representative · Firm CRD 155344
- Destiny Wealth Partners, LLCCurrent– present · 9 yearsWinter Park, FL · Adviser representative · Firm CRD 171346
- Ruggie Wealth Management– · 9 yearsTavares, FL · Adviser representative · Firm CRD 145595
Professional designations
Listed by Destiny Wealth Partners
- Chartered Financial Consultant (ChFC®)
- Certified Estate Planner (CEP®)
Investment adviser representative registrations
Louis Shinaman is registered as an investment adviser representative in Florida, since July 2017.
- FloridaSince 5 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2011 |
| Series 24 | General Securities Principal Examination | 12 August 2004 |
| Series 4 | Registered Options Principal Examination | 7 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 1996 |
| Series 7 | General Securities Representative Examination | 3 June 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Louis Mitchell Shinaman
- CRD
- 2750556
- Firm
- Destiny Wealth Partners · CRD 171346
- Office
- 620 N. Denning Drive, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- destinywealth.com
Where does Louis Shinaman work?
Louis Shinaman is an investment adviser representative registered through Destiny Wealth Partners, LLC since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is Louis Shinaman a financial advisor?
Yes. Louis Shinaman has a current investment-adviser registration in Florida, through Destiny Wealth Partners since July 2017.
How many years of experience does Louis Shinaman have?
Louis Shinaman has 29 years in the financial industry, since May 1997, across 3 adviser firms.
What exams has Louis Shinaman passed?
Louis Shinaman has passed 5 licensing exams: the Series 7, Series 63, Series 4, Series 24 and Series 65. The earliest, the Series 7, was passed in June 1996. FINRA credited Louis Shinaman with the SIE, which began in October 2018.
Where is Louis Shinaman based?
Louis Shinaman’s registered office is in Winter Park, FL.
Is Louis Shinaman registered with FINRA?
No. Louis Shinaman has no current broker registration.
How can I verify Louis Shinaman’s record?
Search CRD 2750556 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Louis Shinaman’s full registration record.
