Shannon Markle
Markle Financial · Laramie, Wyoming
Shannon Markle is a fee-only financial advisor at Markle Financial in Laramie, Wyoming. Shannon focuses on tax planning, retirement planning and estate & legacy planning. Markle Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Shannon →
Specialties
Facts
| Firm | Markle Financial |
|---|---|
| Based in | Laramie, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $141.2M across 616 accounts |
| SEC registration | Investment adviser representative in TX, WY · CRD 4358151 |
| Exams passed | Series 63 (2001) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | marklefinancial.com |
| Profile |
Request an introduction to Shannon
Tell Shannon a little about what you're looking for. Shannon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Shannon
Is Shannon Markle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shannon holds no broker registration, and Markle Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shannon charge for financial advice?
Shannon's firm, Markle Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shannon Markle based?
Shannon Markle is based in Laramie, Wyoming.
What does Shannon specialize in?
Shannon's specialties include tax planning, retirement planning, estate & legacy planning and real estate investors.
Is Shannon Markle registered with the SEC?
Yes. Shannon Markle is registered as an investment adviser representative in TX and WY (CRD 4358151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Markle Financial manage?
Markle Financial reports $141.2M across 616 accounts in assets under management.
How do I contact Shannon Markle?
Through Shannon's website, marklefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Markle Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.