Shane Fleury, financial advisor Eagle CO

Shane Fleury

CRD Number: 4837994
Current Firm: Elevate Capital Advisors

Shane Fleury (CRD# 4837994) is an Investment Advisor Representative working at Elevate Capital Advisors in Eagle, CO and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Elevate Insurance Advisors, LLC Eagle, CO May 2017 - Current 6
Elevate Capital Advisors Eagle, CO Mar 2017 - Current 7
Elevate Ventures Eagle, CO Sep 2018 - Sep 2022 4
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2013 - Jun 2017 4
Northwestern Mutual Investment Services, LLC Eagle, CO Dec 2012 - Jun 2017 4
Kenneth Armstrong Eagle, CO Nov 2012 - Apr 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Shane R. Fleury
Phone Number: 970-328-7526
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    597
    ACCOUNTS
  • Average Account Value
    $234,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

AZ, CO, LA, MN, NH, TX

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