# Dentist Exit Planning

Dentist Exit Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/shawn-terrell

## Regulatory record

- **CRD number:** 313984
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313984

## About

DENTIST EXIT PLANNING is a state-registered investment adviser in Windsor Heights, IA. The firm manages $7 million in assets, $4 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Dentist Exit Planning?

No named investment professionals are associated with the firm in any public record. The identity of the founding family or their advisors has not been disclosed.

### Does Dentist Exit Planning make direct investments or fund commitments?

The firm's investment approach is unknown. No portfolio companies, fund subscriptions, or co-investment activity has been reported in industry databases or press releases.

### Is Dentist Exit Planning registered as an investment adviser?

There is no SEC or state-level registration for this entity under the name Dentist Exit Planning. It does not appear on Form ADV filings.

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Last updated: 2026-07-06T01:24:15.295Z

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