Ellis Shanley (CRD# 6809622) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Chicago, IL and has over 5 years of experience in the finance industry. Ellis Shanley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Plante Moran Financial Advisors | Chicago, IL | Nov 2021 - Current | 2 |
| Mainstreet Investment Advisors LLC | Chicago, IL | Feb 2020 - Nov 2021 | 1 |
| Bank Of America, N.a. | Chicago, IL | Aug 2019 - Feb 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Jul 2018 - Feb 2020 | 1 |
| University Of Wisconsin - Madison | Madison, WI | Aug 2015 - May 2018 | 2 |
| Ubs | Madison, IL | Sep 2017 - Apr 2018 | < 1 |
| Merrill Lynch, Pierce, Fenner, And Smith Inc. | Northbrook, IL | Jun 2017 - Aug 2017 | < 1 |
| Whiskey Jacks Bar And Saloon | Madison, WI | Jan 2017 - May 2017 | < 1 |
| Select Management LLC | New Berlin, WI | May 2016 - Aug 2016 | < 1 |
| U.s. Bank | Madison, WI | May 2016 - Aug 2016 | < 1 |
| Unemployed | Madison, WI | Aug 2015 - May 2016 | < 1 |
| Naitonal Golf Center | Big Bend, WI | Jan 2014 - May 2016 | 2 |
| Unemployed | Madison, WI | Aug 2014 - May 2015 | < 1 |
| Unemployed | New Berlin, WI | Sep 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- IL
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Total Assets Under Management19,432MILLIONS
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Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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