Kendra Shelland (CRD# 5471072) is an Investment Advisor Representative working at Pma Asset Management, LLC in Saint Louis Park, MN and has over 11 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pma Securities, LLC | Naperville, IL | May 2021 - Current | 3 |
| Pma Financial Network, LLC | Naperville, IL | May 2021 - Current | 3 |
| Pma Asset Management, LLC | Naperville, IL | May 2021 - Current | 3 |
| Bofa Securities, Inc. | New York, NY | May 2019 - Apr 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Jul 2010 - Apr 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- IA
- MN
-
Total Assets Under Management26,994MILLIONS
-
Total Number of Accounts499ACCOUNTS
-
Average Account Value$54,095,614
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CO, FL, IA, IL, MI, MN, MO, NE, NY, OK, PA, SD, TX, WI
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