Shannan Werckle
Financial Advisor
Financial Planning Associate
401 Main Street
Suite 1000
Peoria, IL 61602
tel: 309.671.2852
toll free: 800.527.3579
fax: 309.671.3710
 
Welcome

At Smith Barney, our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since Smith Barney was established over a century ago. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that Smith Barney offers unique advantages to you as an investor.

Ask me about Women and Company®, a program offered by Citigroup to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.



 
BULLETIN BOARD
  • You've spent a lifetime earning your right to enjoy retirement. If the current markets have you concerned that you may not have done enough, we can help. Contact us today to schedule a retirement review, and see Built to Last? The Retirement Cash Flow and the New Longevity in the Brochures section of this site for important planning considerations.
  • Planning for the future of an individual with special needs requires preparation and professional guidance. Ask us for help in creating strategies aimed at protecting assets, providing additional income and preventing the loss of government benefits.
 
Shannan Werckle is licensed in the following state(s): AZ, FL, IL, MD, MN
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. 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.
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.