Shannon Mehls joined JA Counter in June, 2005 as a Sales Assistant in the Personal Markets Department. In her current position as Brokerage Manager, Shannon assists registered representatives with escalated service issues, licensing, and problem solving. She conducts annual sales and compliance meetings, is the liaison between Registered Representatives and Cambridge Investment Research, Inc., and provides compliance-related duties performed as an Office of Supervisory Jurisdiction (OSJ). She also helps implement marketing and sales initiatives for the organization.
Shannon is an Investment Advisor Representative (IAR) and Registered Principal with Cambridge Investment Research, Inc. She attended the University of Wisconsin – River Falls and Mankato State University and studied Business Administration and Psychology. She graduated with honors from the University of Phoenix and obtained a Bachelor of Science degree in Finance. She came to us with several years of experience in the insurance and investment industry as well as experience with office operations and customer service.
Shannon enjoys cheering on her two sons as they play in various sports and spending time with her husband. She recently passed the coursework and physical test to become a firefighter with the U.S. Fish and Wildlife service. She and her family spend as much time as they can working and playing outdoors and volunteering in the community.< Back to the Team