Shane Irons is a Wealth Advisor with LPL Financial.
I have over 20 years of experience and a broad knowledge in investments and insurance products. I became an investment advisor representative in 2010. My passion for financial advising comes from a desire to help people, get to know them, hear about their lives, and keep their best interests in mind. Wings Financial Advisors has provided an excellent opportunity to help the members in Eden Prairie, Chaska, and Savage.
I currently live in Eden Prairie with Sarah, my wife of 20 years, and our four children (J.J., Grayson, Tennyson, and Luna). They keep us busy exploring and experiencing the joys of life. We love to travel and enjoy spending time as a family. I enjoy working with Wings members, helping them get to (and through) retirement.
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I generally recommend consolidating where possible, and there are a number of reasons why: to simplify by having a single company to work with versus several, to manage risk and reward better, and to potentially reduce fees.
Volatility has been increasing over the years and there are a number of factors contributing to this, but I will say it is here to stay. Knowing your options and diversifying your investment strategy is critical to success.
That is a very personal question and different for everyone, so I use a process to identify and monitor risk/reward levels.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Wings Financial Credit Union and Wings Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wings Financial Advisors, and may also be employees of Wings Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Wings Financial Credit Union and Wings Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
