Trott Brook Financial
33yrs
Top advisor by experience in Anoka
25yrs
Shane Fields is a financial advisor in Anoka, Minnesota, with 25 years in the industry. Shane joined Primerica Advisors in 2013, a firm offering investment management. The firm is paid through a percentage of assets.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors at Primerica Advisors
Office12 Bridge Square Suite 103b-1, Anoka, MN 55303
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2013 – nowPFS Investments Inc.Current firm
Contact Shane
Local office(763) 784-3055Ask for Shane. (833) 786-0550Main office · Duluth, GA 12 Bridge Square Suite 103b-1Anoka, MN 55303Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Shane
Tailored to Shane’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Shane
How do I contact Shane?
Call Shane’s local office at (763) 784-3055 or the Primerica Advisors main office at (833) 786-0550, and ask for Shane Fields.
How long has Shane been a financial advisor?
Shane has been in the industry since 2001, about 25 years. More experience than 74% of advisors at Primerica Advisors.
What licenses does Shane hold?
Series 63. Tap any license on this page to see what it allows.
Is Shane a fiduciary?
Shane is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Shane paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Shane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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