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My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Associations
- Boulder Chamber of Commerce
Member - Volunteer Connection
Board Member - American Cancer Society
Volunteer - Adopt a Trail for Boulder County
Volunteer - Broomfield Community Foundation
Volunteer - Family to Family for Boulder County Social Services
Volunteer - Safehouse Progressive Alliance
Volunteer
Services
- 401k Rollovers
- 529 Plans
- Annuities
- Asset Management
- Education Planning
- Estate Planning
- Exchange Traded Funds
- Executive Financial Services
- Financial Planning
- Insurance Services
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Retirement Planning
- Wealth Management
- Alternative Investments
- Futures
- Endowments and Foundations
- Fixed Income
- Qualified Retirement Plans
Education and Licensing
- Series 7 - General Securities Representative
- Series 31- Futures Managed Funds
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Colorado Life, Health & Variable Annuity Insurance
- California Life, Health & Variable Annuity Insurance
- Chartered Retirement Planning Counselor
Business Experience
- 2008
- Present: Morgan Stanley Smith Barney*
Financial Advisor
Chartered Retirement Planning Counselor
Financial Planning Specialist
Portfolio Manager
Boulder, CO - 1977
- 2008: Wachovia
Arvada, CO
Bulletin Board
You’ve worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life.
A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.
Lynn Shook is licensed in the following state(s):
AZ, CA, CO, FL, ID, IL, IN, MD, ME, MO, NJ, NV, NY, OK, PA, TX, VA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
