Shelly Schell, financial advisor Englewood CO

Shelly Schell

CRD Number: 3031239
Current Firm: Integrated Wealth Concepts LLC

Shelly Schell (CRD# 3031239) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Englewood, CO and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts LLC Waltham, MA May 2023 - Current < 1
Prism Financial Strategies, LLC Denver, CO Sep 2017 - May 2023 5
M.s. Howells & Co Scottsdale, AZ Sep 2019 - Jun 2020 < 1
Bank Of The West Denver, CO Jul 2011 - Sep 2017 6
Bancwest Investment Services Denver, CO Jul 2011 - Sep 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Shelly L. Schell
Phone Number: (781) 890-3045
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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