Shane Skelly, financial advisor Coleraine MN

Shane Skelly

CRD Number: 5471944
Current Firm: Cetera Investment Advisers LLC

Shane Skelly (CRD# 5471944) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coleraine, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Coleraine, MN May 2015 - Current 8
Cetera Investment Services LLC St. Cloud, MN Dec 2014 - Current 9
First National Bank Of Coleraine Colaraine, MN Jan 2007 - Current 17
Lasalle St. Securities, LLC Coleraine, MN Jan 2008 - Dec 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination May 2015
Contact Info for Shane P. Skelly
Phone Number: 310-257-7880
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
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
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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