Jim Shellenberger, Cfa, Cfp®
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Jim Shellenberger, Cfa, Cfp® Email & Phone Number

CFA Charterholder at CFA Institute
Location: Sheridan, Wyoming, United States 4 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
CFA Institute
Role
CFA Charterholder
Location
Sheridan, Wyoming, United States
Company size
2577 employees

Who is Jim Shellenberger, Cfa, Cfp®? Overview

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Quick answer

Jim Shellenberger, Cfa, Cfp® is listed as CFA Charterholder at CFA Institute, a company with 2577 employees, based in Sheridan, Wyoming, United States. AeroLeads shows a matched LinkedIn profile for Jim Shellenberger, Cfa, Cfp®.

Jim Shellenberger, Cfa, Cfp® previously worked as Financial Advisor at Elevate Wealth Management and Investment Analyst at Frontier Asset Management. Jim Shellenberger, Cfa, Cfp® holds Bachelor Of Science (B.S.), Business Administration, Honors; Minor: Finance, 3.9 from University Of Wyoming.

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Email format at CFA Institute

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CFA Institute

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Profile bio

About Jim Shellenberger, Cfa, Cfp®

Jim Shellenberger is a financial advisor at Elevate Wealth Management, an independent, fee-only wealth management firm serving young professionals, pre-retirees, and retirees in Sheridan, Wyoming, and surrounding areas.With the mission of serving and educating, Jim is dedicated to providing comprehensive, top-notch services that not only help his clients reach their goals but also empower them to make the best financial decisions for their lives and walk toward their future with confidence. Jim is known for going the extra mile, not only offering valuable experience in investment management as a former investment analyst but building long-lasting relationships so he can give honest, customized advice and strategies that make an impact on their lives. Jim has a bachelor’s degree in business administration with a minor in finance from the University of Wyoming and is a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional. To learn more about Jim or Elevate Wealth Management, visit https://www.elevateasset.com/

Current workplace

Jim Shellenberger, Cfa, Cfp®'s current company

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CFA Institute
Cfa Institute
CFA Charterholder
Sheridan, WY, US
Website
cfainstitute.org
Employees
2577
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4 roles

Jim Shellenberger, Cfa, Cfp® work experience

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Financial Advisor

Current
Elevate Wealth Management

Sheridan, WY

At Elevate Wealth Management, we work with young professionals, business owners, and retirees and offer fee-based planning no matter where you are on your investment journey. Our goal is to educate you on your options so you can make empowered decisions with your wealth. We are here to serve you and see you succeed. Headquartered in Sheridan, WY, Elevate.

May 2018 - Present
Team & coworkers

Colleagues at CFA Institute

Other employees you can reach at cfainstitute.org. View company contacts for 2577 employees →

KK Kishor Kisan Kishor Kisan Colleague at Cfa InstituteOdisha, India, India View → CP Casey Portman Casey Portman Colleague at Cfa InstituteGreater Charlottesville Area, United States View → VM Victoria M. Victoria M. Colleague at Cfa InstituteBeverly Hills, California, United States, United States View → JK Jimmy Kwok Jimmy Kwok Colleague at Cfa InstituteHong Kong SAR, Hong Kong View → NK Navneet Kaushik Navneet Kaushik Colleague at Cfa InstituteUttarakhand, India, India View → КК Ксюша Кузнецова Ксюша Кузнецова Colleague at Cfa InstituteUnited States, United States View → SW Susan Walker Susan Walker Colleague at Cfa InstituteCharlottesville, Virginia, United States, United States View → JS Jon Stokes Jon Stokes Colleague at Cfa InstituteCharlottesville, Virginia, United States, United States View → PW Peter Watkins Peter Watkins Colleague at Cfa InstituteGreater Brighton And Hove Area, United Kingdom View → AH Ashley H. Ashley H. Colleague at Cfa InstituteCharlottesville, Virginia, United States, United States View →
2 education records

Jim Shellenberger, Cfa, Cfp® education

Bachelor Of Science (B.S.), Business Administration, Honors; Minor: Finance, 3.9

University Of Wyoming

Class Experience Portfolio Management • Learned about alpha production while managing the university’s and state’s money • Analyzed Bank.

International Business

Em Strasbourg Business School

Studied international business, grasping European business knowledge with firsthand experience from various field trips, Learned to.

FAQ

Frequently asked questions about Jim Shellenberger, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jim Shellenberger, Cfa, Cfp® work for?

Jim Shellenberger, Cfa, Cfp® works for CFA Institute.

What is Jim Shellenberger, Cfa, Cfp®'s role at CFA Institute?

Jim Shellenberger, Cfa, Cfp® is listed as CFA Charterholder at CFA Institute.

Where is Jim Shellenberger, Cfa, Cfp® based?

Jim Shellenberger, Cfa, Cfp® is based in Sheridan, Wyoming, United States while working with CFA Institute.

What companies has Jim Shellenberger, Cfa, Cfp® worked for?

Jim Shellenberger, Cfa, Cfp® has worked for Cfa Institute, Elevate Wealth Management, and Frontier Asset Management.

Who are Jim Shellenberger, Cfa, Cfp®'s colleagues at CFA Institute?

Jim Shellenberger, Cfa, Cfp®'s colleagues at CFA Institute include Kishor Kisan, Casey Portman, Victoria M., Jimmy Kwok, and Navneet Kaushik.

How can I contact Jim Shellenberger, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Jim Shellenberger, Cfa, Cfp® at CFA Institute, including work email, phone, and LinkedIn data when available.

What schools did Jim Shellenberger, Cfa, Cfp® attend?

Jim Shellenberger, Cfa, Cfp® holds Bachelor Of Science (B.S.), Business Administration, Honors; Minor: Finance, 3.9 from University Of Wyoming.

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