Shane
Hipps

Transamerica Financial Advisors, LLC

CRD#8010053
Investment Advisor
in Phoenix, AZ

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About this Advisor

Shane Hipps is a financial advisor based in Phoenix, Arizona, working with Transamerica Financial Advisors, LLC. Shane has previously held positions at Transamerica Financial Advisors, Inc, Wfgia, Lantern Consulting Inc, Lantern Management LLC, Lantern Investment Services Lllp, Lantern Wealth LLC, Lantern Ventures LLC, Lantern Holdings LLC, The Hidden Power Of Electronic Culture, Shane Hipps (Lantern Consulting Inc), Flickering Pixels: How Technology Shapes Your Faith, Selling Water By The River: A Book About The Life Jesus Promised, Cats Don'T Bark: A Guide To Knowing Who You Are, Accepting Who Y, and The 7 Management Polarities: A Tactical Handbook To Leading Team. Shane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Nevada, and Texas. Currently, Shane is part of Transamerica Financial Advisors, LLC, which operates out of Phoenix, Arizona. The firm has 260 offices and 1,054 employees. The firm manages assets totaling $1.7 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Transamerica Financial Advisors, LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Phoenix, AZ

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Transamerica Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,730,669,809

AZ Average: $15,833,994,310
Total Number of Employees

1,054

AZ Average: 41
Total Number of Accounts

42,440

AZ Average: 3,342
Average Account Size

$40,779

AZ Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Shane Hipps Work History

2024 - Present (1 year)

Transamerica Financial Advisors, Inc

2024 - Present (1 year)

Lantern Management LLC

2024 - Present (1 year)

Lantern Investment Services Lllp

2024 - Present (1 year)

Lantern Wealth LLC

2024 - Present (1 year)

Lantern Ventures LLC

2024 - Present (1 year)

Lantern Holdings LLC

2024 - Present (1 year)

Lantern Wealth LLC

2023 - Present (2 years)

Wfgia

2019 - Present (6 years)

The 7 Management Polarities: A Tactical Handbook To Leading Team

2015 - Present (10 years)

Cats Don'T Bark: A Guide To Knowing Who You Are, Accepting Who Y

2013 - Present (12 years)

Selling Water By The River: A Book About The Life Jesus Promised

2011 - Present (14 years)

Lantern Consulting Inc

2009 - Present (16 years)

Flickering Pixels: How Technology Shapes Your Faith

2006 - Present (19 years)

The Hidden Power Of Electronic Culture

2006 - Present (19 years)

Shane Hipps (Lantern Consulting Inc)

2006 - Present (19 years)

Lantern Ventures LLC

Disclosures

Please visit the SEC profile of Shane Hipps to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, LLC

Daniel Towers-Carbajal
San Carlos, CA
Gary Whitman
Cedar Rapids, IA
Wai Yip Cheung
Bellevue, WA
Shunly Wang
Flushing, NY
Minhua Shao
Bellevue, WA
Yoga Gudivada
Plano, TX
Daniel Duarte
Fresno, CA
Kevin Brunkow
Englewood, CO

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