Charlie Shinneman

Charlie Shinneman is the Owner and CEO of Shinneman Wealth Group, a comprehensive financial services firm offering financial planning to help clients create strategies for their wealth. He has put together a team of caring, knowledgeable & professional people that work together with clients to establish their goals and build confidence in retirement.

Charlie Shinneman graduated from Purdue University with a degree in Financial Counseling and Planning and has been working in the financial services industry for nearly a decade. Charlie has worked for a debt settlement firm before entering into the banking industry, he has since been affiliated with McAdam Financial in downtown Chicago and continues to grow his client base. He has excelled as an independent financial advisor at McAdam and decided to expand his scope to further service clients in the industry. On January 1, 2017, Charlie acquired what is now SWG and serves a larger client base with his knowledge and experience in financial planning.

His professional focus is helping his clients pursue their financial goals and create strategies to help build wealth while keeping assets safe from market volatility. He has a broad scope of financial products that he specializes in ranging from fixed index annuities to brokerage accounts.