Shannon Gebert's Colleagues at Strategence Capital
Shannon Gebert's Contact Details
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Van Wert, Ohio
Strategence Capital
Shannon Gebert's Company Details
Our Mission:We strive to simplify the lives of our clients, and to help them and the companies they work for achieve their retirement and other financial goals. We seek to do all of this in a God-honoring way.Serving You:In our advisory relationships, we act as a Registered Investment Advisor (RIA) and have a fiduciary obligation to do what is solely in your best interest. Serving Your Company:As the sponsor of a qualified retirement plan, you may be liable for the following:• Acting solely in the interest of plan participants and their beneficiaries and with the exclusive purpose of providing benefits to them;• Carrying out their duties prudently;• Following the plan documents • Diversifying plan investments; and• Paying only reasonable plan expensesYou will be solely responsible for these aspects unless you choose to share or shift your investment fiduciary responsibilities. We can help with that.• As a 3(21) Investment Co-fiduciary, we will share these investment fiduciary responsibilities with you.• As a 3(38) Investment Fiduciary, you entirely shift this investment decision-making responsibility to us.Securities offered through LPL Financial Member SIPC www.sipc.org. Investment advice offered through Strategence Capital, a registered investment advisor and separate entity from LPL Financial.- Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. - For a list of states in which I am/we are registered to do business, please visit www.strategencecapital.com