Shannon Kirkpatrick has been an investment adviser representative at Selective Wealth Management since February 2018, and is not listed among the firm’s executive officers or direct owners.
Selective Wealth Management, Inc. is a Forest, VA firm with $455M under management, 697 clients and 8 advisers across 7 offices, as of its May 2026 filing.
- – present · 8 yearsDenver, CO · Adviser representative · Firm CRD 164882
Investment adviser representative registrations
Shannon Kirkpatrick is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2018; the most recent is Colorado, in June 2021.
- ColoradoSince 25 June 2021
- TexasResidentSince 16 June 2021
- VirginiaSince 26 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 February 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shannon Wesley Kirkpatrick
- CRD
- 6916348
- Firm
- Selective Wealth Management · CRD 164882
- Office
- Denver, CO
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Shannon Kirkpatrick work?
Shannon Kirkpatrick is an investment adviser representative registered through Selective Wealth Management, Inc. since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Shannon Kirkpatrick a financial advisor?
Yes. Shannon Kirkpatrick has a current investment-adviser registration in Colorado, Texas and Virginia, through Selective Wealth Management since February 2018.
How many years of experience does Shannon Kirkpatrick have?
Shannon Kirkpatrick has 8 years in the financial industry, since February 2018, across 1 adviser firm.
What exams has Shannon Kirkpatrick passed?
Shannon Kirkpatrick passed the Series 65 in February 2018.
Where is Shannon Kirkpatrick based?
Shannon Kirkpatrick’s registered office is in Denver, CO.
Is Shannon Kirkpatrick registered with FINRA?
No. Shannon Kirkpatrick has no current broker registration.
How can I verify Shannon Kirkpatrick’s record?
Search CRD 6916348 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shannon Kirkpatrick’s full registration record.
