Shelby St Martin, financial advisor Bloomington MN

Shelby St Martin

CRD Number: 7303514
Current Firm: Jnba Financial Advisors, LLC

Shelby St Martin (CRD# 7303514) is an Investment Advisor Representative working at Jnba Financial Advisors, LLC in Bloomington, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Jnba Financial Advisors, LLC Bloomington, MN Sep 2023 - Current < 1
Bluestem Wealth Partners Minnetonka, MN Oct 2020 - Sep 2023 2
Ceramic Industrial Coatings Osseo, MN Jun 2020 - Sep 2020 < 1
University Of Nebraska - Lincoln Lincoln, NE Aug 2016 - May 2020 3
Rush Creek Golf Club Maple Grove, MN May 2018 - Aug 2019 1
Maple Grove Senior High Maple Grove, MN Sep 2013 - Jun 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2023
Contact Info for Shelby R. St Martin
Phone Number: 952-844-0995
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,505
    MILLIONS
  • Total Number of Accounts
    3,685
    ACCOUNTS
  • Average Account Value
    $408,382
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, DC, FL, IA, IL, MA, MI, MN, MT, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TX, VA, WA, WI

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