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Shari Gayle Hensrud-ellingson

Continental Investors Services, Inc.

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About Shari Gayle Hensrud-ellingson

Shari Hensrud-ellingson is an Investment Advisor Representative with Continental Investors Services, Inc.. Shari Hensrud-ellingson has been in the industry for more than 15 years and has been with Continental Investors Services, Inc. for more than 4 years. Shari Hensrud-ellingson's current registration is approved and she is active in North Dakota. Shari Hensrud-ellingson is a Chartered Financial Analyst. Shari Hensrud-ellingson has experience in portfolio management for non-profit organizations and individuals. Shari Hensrud-ellingson has also worked as Head of Product Management Wealth at Refinitiv.

Firm Information

Shari Hensrud-ellingson is currently registered with Continental Investors Services, Inc.. Continental Investors Services, Inc. is a corporation formed in December 1991, headquartered in Longview, Washington. They provide investment advisory services to individuals and non-profit organizations, with a focus on portfolio management. The firm manages approximately $169,880,000 in regulatory assets for 687 accounts. They are registered with the SEC and in 41 states.
Continental Investors Services, Inc.

1330 BROADWAY ST.

LONGVIEW, WA 98632

$169.88M

Assets Under Management

687

Total Clients

15

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for non-profit organizations

Portfolio management for non-profit organizations

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Shari Hensrud-ellingson’s Registration & Firm History

ND

10/10/2019 - Present

Continental Investors Services, Inc. (Grand Forks ND)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shari Gayle Hensrud-ellingson.
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