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Shoemaker Financial

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Investment Advisory

Achieving financial success is a complex and can be a confusing process to even the most experienced investor, one that requires a significant amount of time, knowledge and resources. Many affluent investors demand a different investment approach, one that elevates their portfolio beyond one-dimensional strategies and leverages the expertise of highly-skilled professional investment managers.

Shoemaker Financial offers this kind of approach. Our services are designed to help protect and enhance your wealth, with an excellent level of personalized service. Working with us, you gain access to a quality roster of independent investment managers who offer a variety of investment philosophies, styles and areas of expertise.

What distinguishes our program is its personal emphasis. It is built around you- your goals, time frame and tolerance for risk. As your needs change, our ongoing management process helps ensure that your investment portfolio evolves with you. The result is a well-tuned asset management process designed to respond to your individual needs while also responding to the dynamics of the capital markets.

The Investment Advisory (IA) Department provides asset management services to Shoemaker Financial’s internal and external clients. These services include, but are not limited to, preparation of reports, execution of trades, processing of new account and existing account paperwork, communicating market updates, and providing critical research of economic, market and fund specific factors. The IA Department strives to meet important turn-around standards for each client understanding the time-sensitive nature of investments.

Resources

  • Advisor Resource Center
  • Investment Advisory
  • Benefits Department
  • Financial Planning
  • Compliance
  • Useful Websites
  • Economic Calculators
  • Marketing
  • Sales Management
  • IT

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2176 West Street
Germantown, Tennessee
38138 United States

  •  Tel: 901-757-5757
  •  Toll Free: 800-757-1059
  •  Fax: 901-756-9480
  •  info@shoemakerfinancial.com
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Disclaimer

Shoemaker Financial is independently owned and operated and offers its own suite of products and services entirely independent of Securian. 

Certain individuals associated with Shoemaker Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's Broker Check contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Shoemaker Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 

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Shoemaker Financial, 2176 West Street, Suite 100, Germantown, TN 38138 (901) 757-5757 (800) 757-1059. 

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