Jim Shellenberger, Cfa, Cfp® Email and Phone Number
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/
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Cfa CharterholderCfa InstituteSheridan, Wy, Us -
Financial AdvisorElevate Wealth Management May 2018 - PresentSheridan, WyAt 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 understands Wyoming people and Wyoming ways. You are in control of your finances, but we can help guide you along the journey. -
Cfa CharterholderCfa Institute Apr 2021 - Present -
Investment AnalystFrontier Asset Management Jun 2015 - May 2018Sheridan, Wy
Jim Shellenberger, Cfa, Cfp® Education Details
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International Business
Frequently Asked Questions about Jim Shellenberger, Cfa, Cfp®
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 the current company?
Jim Shellenberger, Cfa, Cfp®'s current role is CFA Charterholder.
What schools did Jim Shellenberger, Cfa, Cfp® attend?
Jim Shellenberger, Cfa, Cfp® attended University Of Wyoming, Em Strasbourg Business School.
Who are Jim Shellenberger, Cfa, Cfp®'s colleagues?
Jim Shellenberger, Cfa, Cfp®'s colleagues are Julie E., Pharma Center, Christopher Evans, Света Бажанова, Gana Locker, Joanna Spigone, Cdmp, Melissa Adams, Cmp.
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