Luann Shay

from Atlatl Advisers
SEC regulated
Regulated Investment Advisor
Luann Shay is a financial advisor based in Wisconsin, Madison, with 13 years of experience. Luann currently works for Atlatl Advisers. Luann maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Luann Shay works at Atlatl Advisers
Atlatl Advisers is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $106,781,927 of assets under management and employs about 7 people. Atlatl Advisers uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
2921 Landmark Place, Ste 501, Madison, Wisconsin, 53713

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].