Shelton Financial Group, Inc.

Shelton Financial Group, Inc. (CRD# 123318) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $218,951,491 in 1,143 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    1,143
    ACCOUNTS
  • Average Account Value
    $191,559
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, LA, OH, TX

Financial Advisors at Shelton Financial Group, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Daniel D. Easley
CRD#: 5583286
7617 West Jefferson Boulevard, Fort Wayne, IN 46804
93
Wealthminder
score

Daniel Easley (CRD# 5583286) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 6 years of experience in the finance industry.

2
Michelle M. Hipskind
CRD#: 2459994
7617 West Jefferson Boulevard, Fort Wayne, IN 46804
93
Wealthminder
score

Michelle Hipskind (CRD# 2459994) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 23 years of experience in the finance industry.

3
Al P. Lindsten
CRD#: 5202905
7617 West Jefferson Boulevard, Fort Wayne, IN 46804
93
Wealthminder
score

Al Lindsten (CRD# 5202905) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 10 years of experience in the finance industry.

4
Brian L. Nieuwlandt
CRD#: 5247006
7617 West Jefferson Boulevard, Fort Wayne, IN 46804
93
Wealthminder
score

Brian Nieuwlandt (CRD# 5247006) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 10 years of experience in the finance industry.

5
Jason E. White
CRD#: 5304946
7617 West Jefferson Boulevard, Fort Wayne, IN 46804
93
Wealthminder
score

Jason White (CRD# 5304946) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 7 years of experience in the finance industry.

6
John J. Caffray
CRD#: 6328039
7617 West Jefferson Boulevard, Fort Wayne, IN 46804
88
Wealthminder
score

John Caffray (CRD# 6328039) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 3 years of experience in the finance industry.

7
Jeffrey A. Shelton
CRD#: 2093860
7617 West Jefferson Boulevard, Fort Wayne, IN 46804
73
Wealthminder
score

Jeffrey Shelton (CRD# 2093860) is an Investment Advisor Representative working at Shelton Financial Group, Inc. in Fort Wayne, IN and has over 27 years of experience in the finance industry.

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