Marsha Shafer (CRD# 2348848) is an Investment Advisor Representative working at Avantax Advisory Services in Baldwin, WI and has over 30 years of experience in the finance industry.
CRD# 6586021
Edward Jones
CRD# 3207484
Raymond James Financial Services Advisors, Inc.
CRD# 4905509
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tax-smart Advisory Group LLC | New Richmond, WI | Dec 2023 - Current | < 1 |
| Shafer Financial Services, Sc | Baldwin, WI | Jan 2010 - Current | 14 |
| United Health One | Baldwin, WI | Sep 1998 - Current | 25 |
| Avantax Insurance Agency And/or Avantax Insurance Services Agenc | Baldwin, WI | Nov 1993 - Current | 30 |
| Avantax Investment Services, Inc. | Baldwin, WI | Aug 1993 - Current | 30 |
| Shafer Financial Services | Baldwin, WI | Apr 1992 - Current | 32 |
| Avantax Insurance Services, LLC | Baldwin, WI | Jan 2019 - Nov 2022 | 3 |
| Shafer Financial Services, Sc | Baldwin, WI | Jan 2010 - Nov 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
- TX
- WI
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.