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Kendra Lynne Shelland

PMA Asset Management, LLC

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About Kendra Lynne Shelland

Kendra Lynne Shelland is a financial professional with over a decade of experience in the financial services industry. Kendra is currently registered with PMA Asset Management, LLC in Minnesota and Iowa. Kendra holds a Series 7, Series 63, Series 52TO, and Series 65 licenses as well as the SIE exam certification. Kendra has previous experience working at BOFA Securities, INC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in New York. Kendra specializes in portfolio management for individuals, businesses, and pooled investment vehicles, and provides selection of other advisors services.

Firm Information

Kendra Shelland is currently registered with PMA Asset Management, LLC. PMA Asset Management, LLC is an investment advisor based in Naperville, Illinois. The firm manages approximately $26.99 billion in assets for a variety of clients, including individuals, corporations, state and municipal governments, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors.
PMA Asset Management, LLC

2135 CITYGATE LANE

NAPERVILLE, IL 60563

$26.99B

Assets Under Management

Not reported

Total Clients

28

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Kendra Shelland’s Registration & Firm History

MN

12/02/2021 - Present

PMA Asset Management, LLC (St. Louis Park MN)

NY

05/10/2019 - 04/30/2021

BOFA SECURITIES, INC. (NEW YORK NY)

NY

10/04/2011 - 05/10/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/02/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kendra Lynne Shelland.
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