Shelly Rynearson, financial advisor Delafield WI
96 score

Shelly Rynearson

CRD Number: 1367059
Current Firm: Invest Financial Corporation

Shelly Rynearson (CRD# 1367059) is an Investment Advisor Representative working at Invest Financial Corporation in Delafield, WI and has over 31 years of experience in the finance industry. Shelly Rynearson 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.

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Professional Designations
Company Name Location Dates Years
Invest - Delafield Delafield, WI Mar 2000 - Current 16
Invest Financial Corporation Delafield, WI Apr 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
Contact Info for Shelly L. Rynearson
Phone Number: (813) 880-5300
Registered State(s):
  • AZ
  • CO
  • FL
  • IL
  • OH
  • WI
  • CA
  • IA
  • MI
  • MN
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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