SHANNON JOANN FLEENER is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with SAGE FINANCIAL PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SAGE FINANCIAL PLANNING, LLC | 2025-01-09 | present | Yes |
| NORTHSTAR INVESTMENT ADVISORY LLC | 2022-05-11 | 2023-06-22 | — |