Shane Fleury (CRD# 4837994) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 12 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 3169018
Elevate Capital Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Elevate Insurance Advisors, LLC | Eagle, CO | May 2017 - Current | 7 |
Elevate Capital Advisors | Eagle, CO | Mar 2017 - Current | 7 |
Elevate Ventures | Eagle, CO | Sep 2018 - Sep 2022 | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2013 - Jun 2017 | 4 |
Northwestern Mutual Investment Services, LLC | Eagle, CO | Dec 2012 - Jun 2017 | 4 |
Kenneth Armstrong | Eagle, CO | Nov 2012 - Apr 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2011 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- CO
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts597ACCOUNTS
-
Average Account Value$234,107
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
AZ, CO, LA, MN, NH, TX
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