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RIA / WealthAdvisor26 years in industry

SHANNON MICHAEL MARKLE

Advisor at MARKLE FINANCIAL LLC

LARAMIE, WY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13434c83-84d7-5be2-2c78-05e78fc29a32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Dec 8, 2005 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Shannon Michael Markle

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARKLE FINANCIAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Mar 15, 2001
First registration: Dec 8, 2005
Dual registered: no
IAPD individual key: 4358151

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARKLE FINANCIAL LLC	Independent wealth	Jun 28, 2019	n/a	yes	LARAMIE, WY	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jun 3, 2011	Jul 5, 2019	no	LARAMIE, WY\|LARAMIE, WY\|Laramie, WY\|Laramie, WY	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Dec 8, 2005	Jun 8, 2011	no	LARAMIE, WY\|LARAMIE, WY\|LARAMIE, WY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	MARKLE FINANCIAL LLC	Jul 5, 2019	Jun 28, 2019	-7	Firm change	Ibd to new firm
CUNA BROKERAGE SERVICES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jun 8, 2011	Jun 3, 2011	-5	Firm change	Other

Relationships

Registered with (3)

→ MARKLE FINANCIAL LLCRegistered adviserregistration: current employment
Jun 28, 2019 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jun 3, 2011 to Jul 5, 2019factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Dec 8, 2005 to Jun 8, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13434c83-84d7-5be2-2c78-05e78fc29a32
First observed: Dec 8, 2005
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SHANNON MICHAEL MARKLE

Advisor at MARKLE FINANCIAL LLC

LARAMIE, WY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13434c83-84d7-5be2-2c78-05e78fc29a32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MARKLE FINANCIAL LLC

Independent wealth

Jun 28, 2019

n/a

yes

LARAMIE, WY

Current employment

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Bd affiliated wealth

Jun 3, 2011

Jul 5, 2019

LARAMIE, WY|LARAMIE, WY|Laramie, WY|Laramie, WY

Previous registration

CUNA BROKERAGE SERVICES, INC.

Former SEC adviser

Dec 8, 2005

Jun 8, 2011

LARAMIE, WY|LARAMIE, WY|LARAMIE, WY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MARKLE FINANCIAL LLC

Jul 5, 2019

Jun 28, 2019

-7

Firm change

Ibd to new firm

CUNA BROKERAGE SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 8, 2011

Jun 3, 2011

-5

Firm change

Other