Olena Shevchenko, financial advisor Greenwood Village CO

Olena Shevchenko

CRD Number: 6516091
Current Firm: Advised Assets Group, LLC

Olena Shevchenko (CRD# 6516091) is an Investment Advisor Representative working at Advised Assets Group, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Gwfs Equities Inc. Greenwood Village, CO Aug 2016 - Current 5
Unemployed Aurora, CO Jul 2016 - Aug 2016 < 1
J. Kent Staffing Denver, CO Jun 2016 - Jul 2016 < 1
Ross Dress For Less Aurora, CO Jun 2016 - Jul 2016 < 1
Unemployed Aurora, CO Mar 2016 - Jun 2016 < 1
Villa Del Palmar Flamingos Nuevo Vallarta, Jan 2016 - Mar 2016 < 1
Grupo Vidanta Nuevo Vallarta, Sep 2015 - Jan 2016 < 1
Charles Schwab & Company, Inc. Lone Tree, CO Jun 2015 - Sep 2015 < 1
Charles Schwab Lone Tree, CO Jun 2015 - Sep 2015 < 1
Unemployed Aurora, CO May 2015 - Jun 2015 < 1
Unemployed Aurora, CO May 2015 - Jun 2015 < 1
Bbva Compass Bank Boulder, CO Jan 2015 - May 2015 < 1
Bbva Compass Boulder, CO Jan 2015 - May 2015 < 1
Enterprise Rent-a-car Boulder, CO Aug 2014 - Jan 2015 < 1
Enterprise Rent A Car Boulder, CO May 2014 - Jan 2015 < 1
Enterprise Rent-a-car Denver, CO May 2014 - Aug 2014 < 1
Full Time Education Boulder, CO Feb 2014 - May 2014 < 1
University Of Colorado Boulder, CO Jan 2014 - May 2014 < 1
The Home Depot Boulder, CO May 2013 - Jan 2014 < 1
The Home Depot Boulder, CO Jan 2000 - Jan 2014 14
The Home Depot Aurora, CO May 2013 - Aug 2013 < 1
Cu Boulder Dining Services Boulder, CO Sep 2011 - May 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
S63 Uniform Securities State Law Examination Sep 2016
Contact Info for Olena S. Shevchenko
Phone Number: 844-302-2448
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    62,274
    MILLIONS
  • Total Number of Accounts
    61,221
    ACCOUNTS
  • Average Account Value
    $1,017,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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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