Shobe & Associates, Inc.

Shobe & Associates, Inc. (CRD# 114975) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $192,000,000 in 301 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $637,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Other
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.

LA, TX

Financial Advisors at Shobe & Associates, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Zainab M. Gandhi
CRD#: 5484679
8280 Ymca Plaza Drive #4, Baton Rouge, LA 70810
96
Wealthminder
score

Zainab Gandhi (CRD# 5484679) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has over 7 years of experience in the finance industry. Zainab Gandhi 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
Craig A. Kliebert
CRD#: 4964926
8280 Ymca Plaza Drive #4, Baton Rouge, LA 70810
96
Wealthminder
score

Craig Kliebert (CRD# 4964926) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has over 10 years of experience in the finance industry. Craig Kliebert 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.

3
Jason P. Windham
CRD#: 3051908
8280 Ymca Plaza Drive #1, Baton Rouge , LA 70810
96
Wealthminder
score

Jason Windham (CRD# 3051908) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge , LA and has over 18 years of experience in the finance industry. Jason Windham 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
Corey P. Luckett
CRD#: 5676534
8280 Ymca Plaza Drive, Building #4, Baton Rouge, LA 70810
93
Wealthminder
score

Corey Luckett (CRD# 5676534) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has over 6 years of experience in the finance industry.

5
Paige L. Johannessen
CRD#: 6062068
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
91
Wealthminder
score

Paige Johannessen (CRD# 6062068) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has over 2 years of experience in the finance industry. Paige Johannessen 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
Erin M. Sigur
CRD#: 5875712
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
90
Wealthminder
score

Erin Sigur (CRD# 5875712) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has over 5 years of experience in the finance industry.

7
Edward L. Shobe
CRD#: 1134702
8280 Ymca Plaza Drive #4, Baton Rouge , LA 70810
83
Wealthminder
score

Edward Shobe (CRD# 1134702) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge , LA and has over 33 years of experience in the finance industry.

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