Shobe & Associates, Inc.

Shobe & Associates, Inc. (CRD# 114975) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $214,300,000 in 316 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $678,165
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 - 10 of 10 top financial advisors.
1
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 11 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.

2
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 19 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.

3
Zainab M. Gandhi
CRD#: 5484679
8280 Ymca Plaza Drive #4, Baton Rouge, LA 70810
93
Wealthminder
score

Zainab Gandhi (CRD# 5484679) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has over 9 years of experience in the finance industry.

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 7 years of experience in the finance industry.

5
Erin S. Sibley
CRD#: 5875712
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
93
Wealthminder
score

Erin Sibley (CRD# 5875712) 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.

6
Joseph G. Dearman
CRD#: 6504383
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
88
Wealthminder
score

Joseph Dearman (CRD# 6504383) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has 1 year of experience in the finance industry.

7
Connie P. Lieux
CRD#: 6394876
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
87
Wealthminder
score

Connie Lieux (CRD# 6394876) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has 1 year of experience in the finance industry.

8
Bailey N. McNamara
CRD#: 6515513
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
87
Wealthminder
score

Bailey McNamara (CRD# 6515513) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has 1 year of experience in the finance industry.

9
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 34 years of experience in the finance industry.

10
Shawna M. Goodly
CRD#: 4417513
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810
81
Wealthminder
score

Shawna Goodly (CRD# 4417513) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge, LA and has over 15 years of experience in the finance industry.

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