Shelly Dejean, financial advisor Bemidji MN
90 score

Shelly Dejean

CRD Number: 6084840
Current Firm: Cuna Brokerage Services, Inc.

Shelly Dejean (CRD# 6084840) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Bemidji, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Brokerage Services, Inc. Waverly, IA Jun 2012 - Current 4
Affinity Plus Federal Credit Union Bemidji, MN Jul 2011 - Current 5
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
Contact Info for Shelly K. Dejean
Phone Number: 319-352-4090
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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