Shelly Dejean (CRD# 6084840) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Bemidji, MN and has over 5 years of experience in the finance industry.
CRD# 1031345
Northwestern Mutual Investment Services,llc
Score
96
CRD# 4637736
Spc
Score
96
CRD# 1051918
Cambridge Investment Research Advisors, Inc.
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2012 - Current | 5 |
| Affinity Plus Federal Credit Union | Bemidji, MN | Jul 2011 - Current | 6 |
| Converse County School District #1 | Douglas, WY | Jul 2009 - Jun 2011 | 1 |
| Kelliher Public School | Kelliher, MN | Aug 2002 - Jun 2009 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- MN
-
Total Assets Under Management1,331MILLIONS
-
Total Number of Accounts6,286ACCOUNTS
-
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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