Baylee Shifflet (CRD# 7363807) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Reedsburg, WI and has over 2 years of experience in the finance industry. Baylee Shifflet 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.
CRD# 5078644
Ameriprise Financial Services, LLC
CRD# 5771498
Lpl Financial LLC
CRD# 6198218
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mbe Wealth Management, LLC | Reedsburg, WI | Apr 2021 - Current | 3 |
| University Of Wisconsin-madison | Madison, WI | Sep 2018 - Current | 5 |
| University Of Wisconsin-madison | Madison, WI | Sep 2017 - Current | 6 |
| Wealthspire Advisors | Madison, WI | Jun 2020 - Aug 2020 | < 1 |
| Wisconsin Riverside Resort | Spring Green, WI | May 2015 - Aug 2020 | 5 |
| High School | Spring Green, WI | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- WI
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Total Assets Under Management725MILLIONS
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Total Number of Accounts4,786ACCOUNTS
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Average Account Value$151,580
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, IL, MI, MN, OH, SD, TX, VA, WI
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