Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wray, CO 80758
Credentials
Series 66
Industry experience
4 years
Chase Shellberg is a financial advisor with Raymond James Financial, holding a Series 66 credential and four years of industry experience. He has been associated with Raymond James and Bank of Colorado since 2015. Shellberg serves as a finance committee subcommittee member for a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research, and emphasizes advisory and implementation support through various account structures.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
365 W 2nd Street
Wray, CO 80758
Colorado · Texas
Raymond James Financial
2022 - Present (4 years)
Bank of Colorado
2021 - Present (5 years)
Bank of Colorado Investment Services / Raymond James
2021 - Present (5 years)
Bank of Colorado
2021 - Present (5 years)
Bank of Colorado Investment Services
2021 - Present (5 years)
Bank of Colorado
2021 - Present (5 years)
Raymond James Financial Services, Inc
2021 - Present (5 years)
Bank of Colorado
2015 - 2021 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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