Shannon Ross has been an investment adviser representative at Petra Financial Advisors since September 2022, and is not listed among the firm’s executive officers or direct owners. Shannon Ross holds an MBA in Finance from the University of Phoenix and a BA in Psychology and Religious Studies from the University of Tennessee.
Petra Financial Advisors Inc is a Colorado Springs, CO firm with $447M under management, 378 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Shannon Ross is Managing Partner and Chief Executive Officer of Lighthouse Financial, whose services are offered through Petra Financial Advisors. She has worked in the finance and insurance industry since 1997. She previously served as Director of Mergers and Acquisitions for American Express and Vice President over the Finance/Insurance sector at Verizon Communications.
Shannon Ross’ longest registration was 6 years at Lighthouse Financial LLC (2019–2026). Before joining Petra Financial Advisors in 2022, Shannon Ross was registered through Cambridge Investment Research Advisors, Inc. and Lighthouse Financial LLC.
- Petra Financial Advisors IncCurrent– present · 4 yearsColorado Springs, CO · Adviser representative · Firm CRD 107196
- Cambridge Investment Research Advisors, Inc.– · 2 yearsBroomfield, CO · Adviser representative · Firm CRD 134139
- Lighthouse Financial LLC– · 6 yearsBroomfield, CO · Adviser representative · Firm CRD 109251
- Accelerated Wealth Advisors LLC– · under a yearColorado Springs, CO · Adviser representative · Firm CRD 170022
Investment adviser representative registrations
Shannon Ross is registered as an investment adviser representative in Colorado, since September 2022.
- ColoradoSince 23 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Shannon Jeanette Ross
- CRD
- 7030233
- Firm
- Petra Financial Advisors · CRD 107196
- Office
- 12295 Oracle Blvd., Suite 210, Colorado Springs, CO 80921
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lighthousefinancialllc.com
Where does Shannon Ross work?
Shannon Ross is an investment adviser representative registered through Petra Financial Advisors Inc since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Shannon Ross a financial advisor?
Yes. Shannon Ross has a current investment-adviser registration in Colorado, through Petra Financial Advisors since September 2022.
How many years of experience does Shannon Ross have?
Shannon Ross has 8 years in the financial industry, since October 2018, across 4 adviser firms.
What exams has Shannon Ross passed?
Shannon Ross passed the Series 65 in September 2018.
Where did Shannon Ross work before Petra Financial Advisors?
Before Petra Financial Advisors, Shannon Ross was registered through Cambridge Investment Research Advisors, Inc., June 2020 to September 2022; Accelerated Wealth Advisors LLC, October 2018 to April 2019.
Where is Shannon Ross based?
Shannon Ross’ registered office is in Colorado Springs, CO.
Is Shannon Ross registered with FINRA?
No. Shannon Ross has no current broker registration.
How can I verify Shannon Ross’ record?
Search CRD 7030233 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Shannon Ross’ full registration record.
