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portrait of Shawn K Mangum
FINANCIAL ADVISOR

Shawn K Mangum

AAMS™, CRPC™
1117 Adams Avenue, La Grande, OR 97850opens in a new window
CallSend Me a Message

About Shawn

One of my greatest pleasures is seeing my clients realize their goals. These goals are often going on a dream trip, creating a family legacy or simply spending more time with their children and grandchildren.

While finishing my degree at Georgetown Law, I interned at the Securities and Exchange Commission. It was there that I developed my skill set and process for complex problem solving. I have found my skill set works best for successful professionals, nonprofit organizations and high net worth individuals. My diverse background allows me to take a holistic approach to designing custom portfolios for my clients, often...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesJune 1995 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Georgetown UniversityJD (Dr of Jurisprudence)
  • George Washington UniversityBachelors

Team Members

  • Keri Hagerman
    Sr. Branch Office Administrator
  • Brittany Seavert
    Branch Office Administrator
  • Nicole Simmons
    Registered Branch Associate
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(541) 963-2608

Fax

(888) 784-1572

Office Address

1117 Adams Avenue
La Grande, OR 97850opens in a new window

Mailing address

P O Box 2921
La Grande, OR 97850

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