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Shanzer Khan

Shanzer Khan

Junior Portfolio Manager - LPL Registered Administrative Assistant

Shanzer works on the Investments & Planning team and he is responsible for investment strategy and various portfolio management functions. Shanzer is a CFA Level III candidate with a bachelor’s degree in Finance and a minor in Insurance and Risk Management from Michigan State University. He also holds FINRA series 7 and 66 registrations through LPL Financial.

When he is not working, Shanzer likes to hike, travel, and spend time with family.