Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Shellman is a financial advisor with LPL Financial LLC, a firm with more than 1.9 million client accounts. She is licensed to provide investment advice in Arizona, Indiana, and Kansas. Kristin has been in the industry since 2020, and her professional focus is on helping individuals and families achieve their financial goals. She holds the Series 63, Series 6TO, and SIE licenses. Kristin previously worked for BMO Harris Financial Advisors, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
03/24/2021 - Present
LPL Financial LLC (SHAWNEE KS)
IN
05/22/2020 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CARMEL IN)
BC
Issued 06/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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