Shaylee Edgington (CRD# 7380254) is an Investment Advisor Representative working at Northwest Asset Management in Idaho Falls, ID and has 1 year of experience in the finance industry.
CRD# 4646629
Edward Jones
CRD# 4914714
Valkyrie Private Wealth Management
CRD# 5727397
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kyle Burton | Ogden, UT | Apr 2022 - Current | 2 |
| Sawyere Cade Monson | Ogden, WI | Feb 2022 - Current | 2 |
| Northwestern Mutual Investment Services LLC | Farmington, UT | Dec 2021 - Current | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2021 - Feb 2022 | < 1 |
| Snow College | Ephraim, UT | Jul 2019 - May 2021 | 1 |
| Peach City | Brigham City, UT | Aug 2016 - Jul 2019 | 2 |
| Unemployed | Perry, UT | Apr 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- ID
- WA
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Total Assets Under Management3,271MILLIONS
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Total Number of Accounts8,878ACCOUNTS
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Average Account Value$368,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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