Shine Investment Advisory Services Inc.

Shine Investment Advisory Services Inc. (CRD# 106097) is a financial advisory firm headquartered in Lone Tree, CO. They manage $632,866,464 in 1,362 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • Total Number of Accounts
    1,362
    ACCOUNTS
  • Average Account Value
    $464,660
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CO, FL, LA, NY, TX, WA

Financial Advisors at Shine Investment Advisory Services Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Judith A. Shine
CRD#: 1533112
9892 Rosemont Ave, Suite 100, Lone Tree, CO 80124
96
Wealthminder
score

Judith Shine (CRD# 1533112) is an Investment Advisor Representative working at Shine Investment Advisory Services Inc. in Lone Tree, CO and has over 31 years of experience in the finance industry. Judith Shine 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.

2
Elisabeth L. Jacobson
CRD#: 6393951
9892 Rosemont Ave. Suite #100, Lone Tree, CO 80124
90
Wealthminder
score

Elisabeth Jacobson (CRD# 6393951) is an Investment Advisor Representative working at Shine Investment Advisory Services Inc. in Lone Tree, CO and has over 3 years of experience in the finance industry.

3
Andrew J. Mardock
CRD#: 5819336
9892 Rosemont Ave. Suite #100, Lone Tree, CO 80124
90
Wealthminder
score

Andrew Mardock (CRD# 5819336) is an Investment Advisor Representative working at Shine Investment Advisory Services Inc. in Lone Tree, CO and has 1 year of experience in the finance industry. Andrew Mardock 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.

4
Karen K. Salvatore
CRD#: 5094497
9892 Rosemont Ave. Suite #100, Lone Tree, CO 80124
90
Wealthminder
score

Karen Salvatore (CRD# 5094497) is an Investment Advisor Representative working at Shine Investment Advisory Services Inc. in Lone Tree, CO and has 1 year of experience in the finance industry. Karen Salvatore 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.

5
Janet H. White
CRD#: 4532039
9892 Rosemont Ave, Suite 100, Lone Tree, CO 80124
90
Wealthminder
score

Janet White (CRD# 4532039) is an Investment Advisor Representative working at Shine Investment Advisory Services Inc. in Lone Tree, CO and has 1 year of experience in the finance industry. Janet White 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.

6
Beth F. Cornell
CRD#: 3014827
9892 Rosemont Ave. Suite #100, Lone Tree, CO 80124
84
Wealthminder
score

Beth Cornell (CRD# 3014827) is an Investment Advisor Representative working at Shine Investment Advisory Services Inc. in Lone Tree, CO and has over 13 years of experience in the finance industry. Beth Cornell 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.

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