Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Hertel is a financial advisor at Western Wealth Management LLC, a firm based in Golden, Colorado. Shelley has been in the industry since 2013 and holds the Series 66, Series 7, and SIE licenses. Shelley's previous experience includes working at Edward Jones. Western Wealth Management LLC provides financial planning, portfolio management, pension consulting, and educational seminars. Shelley works with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
09/21/2021 - Present
Western Wealth Management LLC (Lakewood CO)
CO
06/25/2013 - 03/17/2016
EDWARD JONES (HIGHLANDS RANCH CO)
BOTH
Issued 07/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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