Shelton Financial Group

Work hard. Plan smart. Live well.

General Information
Company Name
Shelton Financial Group
Founded Year
1996
Location (Offices)
Fort Wayne, United States +2
Founders / Decision Makers
Number of Employees
19
Industries
Finance, Financial Services
Funding Stage
-
Social Media

Shelton Financial Group - Company Profile

Shelton Financial Group is an investment advisory firm founded in 1996 in the United States. The company's slogan, "Work hard. Plan smart. Live well.", reflects its commitment to helping clients achieve financial success through smart planning and hard work. The team includes Jeff Shelton, Al Lindsten, Brian Nieuwlandt, Matt Fry, Nathan Shelton, and Piercen Harnish, who are investment advisor representatives. Securities are offered through Kestra Investment Services, LLC (Kestra IS), a member of FINRA\/SIPC, while investment advisory services are provided through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Notably, Shelton Financial Group and Bluespring Wealth Partners, LLC are affiliates of Kestra IS and Kestra AS. Although specific details about their last investment and investors are not available, potential investors can find more information about Shelton Financial Group through the provided Investor Disclosures link on the Kestra Financial website. This established and experienced firm demonstrates a strong commitment to its clients' financial well-being, making it an appealing prospect for potential investors seeking to align with a reliable and well-established financial advisory group.

Taxonomy: investment advisory, securities, investment planning, investment advisors, FINRA, SIPC, Kestra IS, Kestra AS, Kestra Financial, affiliate companies, disclosures, financial regulations

Funding Rounds & Investors of Shelton Financial Group (0)

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There is no investment information

Latest News of Shelton Financial Group

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No recent news or press coverage available for Shelton Financial Group.

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