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SHANNON JOANN FLEENER
Shannon JoAnn Fleener
CRD#: 7553763
IA
Investment Adviser
SAGE FINANCIALCRD#: 328149 SAN DIEGO, CA
Registration History
JulOct2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IASAGE FINANCIAL (CRD# 328149)2023 - Present (1 year)IANORTHSTAR INVESTMENT ADVISORY LLC (CRD# 315965)2022 - 2023 (1 year)
License(s)

State Registrations

IA
California 9/8/2023

Current Registration(s)
IA
SAGE FINANCIAL (CRD#:328149)
SAN DIEGO, CA
Registered with this firm since 9/8/2023

Previous Registration(s)
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IA
05/11/2022 - 06/22/2023 NORTHSTAR INVESTMENT ADVISORY LLC (CRD#:315965) San Diego, CA
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Disclosures
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