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Shelby Ferstl, Cfp® Email & Phone Number

Financial Advisor at Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC

Location: Minneapolis, Minnesota, United States 5 work roles 1 school

3 work emails found @valeofinancial.com LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

Valeo Financial Advisors LLC

Role

Financial Advisor at Valeo Financial Advisors, LLC

Location

Minneapolis, Minnesota, United States

Company size

111 employees

Who is Shelby Ferstl, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Shelby Ferstl, Cfp® is listed as Financial Advisor at Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC, a with 111 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at valeofinancial.com and a matched LinkedIn profile for Shelby Ferstl, Cfp®.

Shelby Ferstl, Cfp® previously worked as Financial Advisor at Valeo Financial Advisors Llc and Associate Client Advisor at Meristem Family Wealth. Shelby Ferstl, Cfp® holds Bachelor Of Business Administration (Bba), Finance - Financial Markets from University Of Minnesota Duluth.

Company email context

Email format at Valeo Financial Advisors LLC

This section adds company-level context without repeating Shelby Ferstl, Cfp®'s masked contact details.

*@valeofinancial.com

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AeroLeads found 3 current-domain work email signals for Shelby Ferstl, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Shelby Ferstl, Cfp®

Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Retirement Planning, Equities, and Estate Planning. Strong finance professional with a Bachelor of Business Administration (BBA) focused in Finance - Financial Markets from the University of Minnesota Duluth.

Listed skills include Investments, Wealth Management, Finance, Strategy, and 22 others.

Current workplace

Shelby Ferstl, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Valeo Financial Advisors Llc

Financial Advisor at Valeo Financial Advisors, LLC

indianapolis, indiana, united states

Website

valeofinancial.com

Employees

111

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Company profile

View company profile Email format

5 roles

Shelby Ferstl, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Valeo Financial Advisors Llc

Greater Minneapolis-St. Paul Area

Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together.

Sep 2018 - Present

Associate Client Advisor

Meristem Family Wealth

Minnetonka, Mn

Oct 2016 - Aug 2018

Student Equity Analyst

Bulldog Fund, Llc

Duluth, Minnesota Area

Mar 2015 - May 2016

Internship

Saint Paul Police Foundation

Greater Minneapolis-St. Paul Area

May 2014 - Dec 2015

Summer Internship

Senator Thune (R-Sd)

Washington D.C. Metro Area

Jul 2015 - Aug 2015

Team & coworkers

Colleagues at Valeo Financial Advisors LLC

Other employees you can reach at valeofinancial.com. View company contacts for 111 employees →

BP

Brett Ploss Colleague at Valeo Financial Advisors LlcGreater Indianapolis, United States View → KL

Kelly Lutchka Colleague at Valeo Financial Advisors LlcNoblesville, Indiana, United States View → AH

Ali Hakim, Cfp® Colleague at Valeo Financial Advisors LlcCarmel, Indiana, United States View → DO

Davis Odom, Cfp® Colleague at Valeo Financial Advisors LlcCarmel, Indiana, United States View → SH

Sam Henneke Colleague at Valeo Financial Advisors LlcRichmond, Virginia, United States View → CK

Christopher Knight Colleague at Valeo Financial Advisors LlcIndianapolis, Indiana, United States View → CO

Citychart Office Colleague at Valeo Financial Advisors LlcGreater Paris Metropolitan Region, France View → GJ

Greg Jordan, Cfp® Colleague at Valeo Financial Advisors LlcGreater Indianapolis, United States View → JV

Jacob Valdick, Cfp® Colleague at Valeo Financial Advisors LlcGreater Indianapolis, United States View → JT

John Trott, Cfp® Colleague at Valeo Financial Advisors LlcCarmel, Indiana, United States View →

1 education record

Shelby Ferstl, Cfp® education

University Of Minnesota Duluth

Finance - Financial Markets

FAQ

Frequently asked questions about Shelby Ferstl, Cfp®

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

What company does Shelby Ferstl, Cfp® work for?

Shelby Ferstl, Cfp® works for Valeo Financial Advisors LLC.

What is Shelby Ferstl, Cfp®'s role at Valeo Financial Advisors LLC?

Shelby Ferstl, Cfp® is listed as Financial Advisor at Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC.

What is Shelby Ferstl, Cfp®'s email address?

AeroLeads has found 3 work email signals at @valeofinancial.com for Shelby Ferstl, Cfp® at Valeo Financial Advisors LLC.

Where is Shelby Ferstl, Cfp® based?

Shelby Ferstl, Cfp® is based in Minneapolis, Minnesota, United States while working with Valeo Financial Advisors LLC.

What companies has Shelby Ferstl, Cfp® worked for?

Shelby Ferstl, Cfp® has worked for Valeo Financial Advisors Llc, Meristem Family Wealth, Bulldog Fund, Llc, Saint Paul Police Foundation, and Senator Thune (R-Sd).

Who are Shelby Ferstl, Cfp®'s colleagues at Valeo Financial Advisors LLC?

Shelby Ferstl, Cfp®'s colleagues at Valeo Financial Advisors LLC include Brett Ploss, Kelly Lutchka, Ali Hakim, Cfp®, Davis Odom, Cfp®, and Sam Henneke.

How can I contact Shelby Ferstl, Cfp®?

You can use AeroLeads to view verified contact signals for Shelby Ferstl, Cfp® at Valeo Financial Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Shelby Ferstl, Cfp® attend?

Shelby Ferstl, Cfp® holds Bachelor Of Business Administration (Bba), Finance - Financial Markets from University Of Minnesota Duluth.

What skills is Shelby Ferstl, Cfp® known for?

Shelby Ferstl, Cfp® is listed with skills including Investments, Wealth Management, Finance, Strategy, Asset Allocation, Portfolio Management, Retirement Planning, and Asset Management.

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