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Find your wholesaler

Please identify your broker/dealer

  • Advanced Advisor Group LLC
  • AE Financial Services, LLCn
  • American Global Wealth Management, Inc
  • American Independent Securities Group, LLC
  • American Portfolios Financial Services Inc
  • Ameriprise Financial Services, LLC
  • Ameritas Investment Corp
  • APW Capital, Inc
  • Arete Wealth Management, LLC
  • Arkadios Capital
  • Arque Capital Ltd
  • Ausdal Fin Planners
  • Avantax Investment Services, Inc
  • Avondale Partners LLC
  • AXA Advisors LLC
  • Bankers & Investors Company
  • Beard Financial Services Inc
  • Benjamin F Edwards & Company Inc
  • Berthel, Fisher & Co. Financial Services, Inc
  • Cadaret Grant & Co, Inc
  • Calton & Associates Inc
  • Cambridge Investment Research Inc
  • Cantella & Co
  • Cape Fear Securities Inc
  • Cape Securities Inc
  • Capital Investment Brokerage Inc
  • Capital Investment Group
  • CBSI
  • Centaurus Financial, Inc
  • Cetera Advisor Networks LLC
  • Cetera Advisors LLC
  • Cetera Financial Specialists LLC
  • Cetera Investment Services LLC
  • CFD Investments Inc
  • Citizens Securities, Inc
  • Commonwealth Financial Network
  • Copper Financial Network, LLC
  • CoreCap Inv Inc
  • County Teachers Principal Ins Agency Inc
  • CreativeOne Securities, LLC
  • Crown Capital Securities
  • CUE Financial Group, Inc
  • CUSO Financial Services
  • CUSO Financial Services - Truliant FCU
  • D.A. Davidson & Co.
  • DFPG Investments, LLC
  • Dominion Inv Serv Inc
  • Equity Services Inc
  • Essex National Securities, LLC
  • Financial Telesis Inc
  • FinTrust Brkg Serv
  • First Citizens Investor Services, Inc.
  • First State Financial Management Inc
  • Florida Atlantic Sec Corp
  • Foothill Securities, Inc
  • Fortune Financial Services, Inc
  • G.A. Repple & Company
  • Girard Securities, Inc
  • Glen Eagle Advisors LLC
  • Grove Point Investments, LLC
  • GWN Securities, Inc
  • Harbour Investments Inc
  • Hilltop Securities Inc
  • Independent Financial Group LLC
  • International Assets Advisory, LLC
  • INVEST Financial Corp
  • Investment Centers of America Inc
  • Investment Planners Inc
  • Janney Montgomery Scott
  • JJB Hilliard WL Lyons LLC
  • JW Cole Financial Inc
  • Kalos Capital, Inc
  • Kestra Investment Services, LLC
  • Key Investment Services LLC
  • Larson Financial Securities, LLC
  • LaSalle St Insurance Services Inc
  • LaSalle St Securities LLC
  • Lincoln Financial Advisors Corp
  • Lincoln Financial Securities Corp
  • Lincoln Investment Planning LLC
  • Lion Street Financial LLC
  • Lockton Financial Advisors LLC
  • LPL Financial Services
  • LPL Financial Services - Marine FCU
  • M Holdings Securities Inc
  • M.S. Howells & Co
  • Madison Avenue Securities, LLC
  • McAdams Wright Ragen Inc
  • McDonald Partners LLC
  • McLaughlin Ryder Investments Inc
  • Mercer Allied Company, L.P.
  • Meridien Financial Group
  • Midwestern Securities Trading Co LLC
  • MMA Securities LLC
  • Momentum Independent Network
  • Money Concepts Capital Corp
  • Morgan Stanley
  • Mutual of Omaha Investor Services, Inc
  • Mutual Securities Inc.
  • National Planning Corporation
  • National Securities Corporation
  • Nationwide Planning Assoc
  • New England Securities
  • NEXT Financial Group, Inc
  • NFBS LLC
  • Northwestern Mutual Inv Serv, LLC
  • NYLIFE Securities LLC
  • OneAmerica Securities Inc
  • Oppenheimer & Co Inc
  • Osaic Institutions, Inc.
  • Osaic Wealth, Inc.
  • Parkland Securities, LLC
  • Peak Brokerage Services, LLC
  • Pentegra Distributors Inc
  • PFS Investments Inc
  • PNC Investments LLC
  • Private Client Services, LLC
  • Purshe Kaplan Sterling Investments
  • Questar Capital Corp
  • Quorum Insurance LLC
  • Raymond James & Associates Inc
  • Raymond James Financial Services, Inc
  • RBC Capital Markets LLC
  • Regulus Advisors
  • Royal Alliance Associaties Inc
  • SA Stone Wealth Management
  • Santander Securities LLC
  • Saxony Sec Inc
  • SCF Securities Inc
  • Securities America Inc
  • Sigma Financial Corp
  • Signator Investors Inc
  • SII Investments Inc
  • Silver Oak Securities Inc
  • Smith, Moore & Co
  • Sorrento Pacific Financial, LLC
  • Southwest Securities Inc
  • Stephens Insurance LLC
  • Sterne Agee & Leach Inc
  • Sterne Agee Financial Services Inc
  • Stifel Independent Advisors, LLC
  • Stifel Nicolaus & Co Inc
  • Sunbelt Securities Inc
  • SWBC Investment Svcs LLC
  • SWS Financial Services Inc
  • The Huntington Investment Company
  • The O.N. Equity Sales Company
  • Triad Advisors, Inc
  • Truist Investment Services, Inc
  • UBS Financial Services
  • United Brokerage Services, Inc
  • United Planners Financial Serv of America
  • VALIC Financial Advisors Inc
  • Valley National Investments
  • Valmark Securities, Inc
  • Voya Financial Advisors, Inc.
  • Wedbush Securities Inc
  • Western International Securities, Inc
  • Wintrust Investments, LLC
  • Woodbury Financial Services Inc
  • WRP Investments Inc

Enter ZIP Code to find your designated team.

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Shawn Lee
Shawn Lee
Annuity Sales Consultant

Shawn started with the organization in 2016, where he worked at the call center, assisting customers and financial professionals with life insurance, annuity and retirement products. He has a bachelor’s degree in business administration from Wartburg College.

Shawn and his wife have a son and daughter and enjoy spending their free time with them — either at the pool in the summer or sledding in the winter. Shawn was born and raised in Waverly, so they also spend time with family there as well. Shawn also enjoys playing Texas Hold ‘em, staying up late watching TV with his wife and making it to a Minnesota Vikings game once or twice a year.

Shawn believes that positivity is contagious, so he always tries to start out his conversations on the right foot; answering the phone with a smile and thanking the advisor or support role for everything they do. He believes it’s important to really listen to the advisor and get a clear picture of what they are looking for before diving into the different ways he can help them.

  • Securities Registered with FINRA®
  • Holds Series 6 and 63 Registrations and Life and Health Licenses
CMGA-2873280.4-1023-1125

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