Stifel, Nicolaus &
47yrs
Top 1% by experience in Houston
47yrs
Shannon Stephen Thacker
Financial advisor at Wells Fargo Advisors
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% by experience in Houston
Office2700 Post Oak Blvd Suite 900, Houston, TX 77056
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2003 – nowWells Fargo Clearing Services, LLCCurrent firm
- 1983 – 2003Prudential Equity Group, LLCPreviously
Questions to ask Shannon
Tailored to Shannon’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?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Shannon
How do I contact Shannon?
Call Wells Fargo Advisors at 314-875-3000 and ask for Shannon Stephen Thacker. Shannon works from the Houston, TX office.
How long has Shannon been a financial advisor?
Shannon has been in the industry since 1980, about 47 years. Top 1% by experience in Houston.
What licenses does Shannon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Shannon a fiduciary?
Shannon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shannon paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Shannon for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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