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Earl Shellner

Cooper Malone McClain, Inc.

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About Earl Shellner

Earl Shellner is a registered representative with Cooper Malone McClain, Inc. Earl has been in the industry since 1996. Earl is licensed in California, Kansas, Nebraska, and Texas. Earl specializes in Investment Advice through consultations. Earl is also registered with FINRA and the Securities Industry Essentials Examination (SIE).

Firm Information

Earl Shellner is currently registered with Cooper Malone McClain, Inc.. Cooper Malone McClain, Inc. is a corporation that was formed in 1986 and provides investment advice through consultations. They recommend third-party money managers to clients and offer selection of other advisers. They are registered in 13 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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investment advice through consultations. recommend third-party money managers to customers.

Investment advice through consultations. recommend third-party money managers to customers.

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Asset based fee for referring customers to money managers.

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Earl Shellner’s Registration & Firm History

KS

02/25/1998 - Present

Cooper Malone McClain, Inc. (WICHITA KS)

NY

11/27/1996 - 02/04/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/03/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 11/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Earl Shellner.
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