linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brit Devaughn Shelton

CU Investment Solutions LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brit? Claim Your Profile

About Brit Devaughn Shelton

Brit Devaughn Shelton is a financial advisor with over 13 years of experience in the industry. Brit is currently registered with CU Investment Solutions LLC, based in Overland Park, Kansas. Brit has a broad range of experience in the financial services industry, including previous roles at Stifel, Nicolaus & Company, Incorporated, Vining-Sparks IBG, LLC and ICBA Securities. Brit holds a Series 7, Series 63, Series 79TO and SIE license. Brit provides investment advisory services to clients in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Kentucky, Maine, Massachusetts, Michigan, Missouri, New Jersey, New York, Ohio, and Pennsylvania.

Firm Information

Brit Shelton is currently registered with CU Investment Solutions LLC. CU Investment Solutions LLC is a Limited Liability Company based in Delaware, formed in June 2011. They provide non-discretionary investment advisory services for institutional clients. They are registered with the SEC and in 25 states.

Not reported

Assets Under Management

3

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

non discretionary investment advisory for institutional clients

Non discretionary investment advisory for institutional clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brit Shelton’s Registration & Firm History

KS

08/14/2023 - Present

CU Investment Solutions LLC (OVERLAND PARK KS)

KS

04/22/2022 - 06/07/2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED (Overland Park KS)

KS

03/15/2010 - 04/22/2022

VINING-SPARKS IBG, LLC (Overland Park KS)

KS

04/06/2010 - 12/19/2016

ICBA SECURITIES (OVERLAND PARK KS)

Not sure if Brit Devaughn Shelton is right for you?

Licenses & Designations

BC

Issued 03/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brit Devaughn Shelton.
Not sure if Brit Devaughn Shelton is right for you?