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
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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

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