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Credentials
Series 66
Experience Industry experience
4 years
Location
Wray, CO 80758
Raymond James Financial
Institution
Chase Shellberg is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has been affiliated 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. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Wray, CO
365 W 2nd Street
Wray CO 80758
Advisors at this office
1
Colorado · Texas
4 years of industry experience
Raymond James Financial Services Advisors, Inc
2022 - Present • 4 years
Yuma, CO
Bank of Colorado
2021 - Present • 5 years
Yuma, CO
Bank of Colorado Investment Services / Raymond James
2021 - Present • 5 years
Yuma, CO
Bank of Colorado
2021 - Present • 5 years
Yuma, CO
Bank of Colorado Investment Services
2021 - Present • 5 years
Windsor, CO
Bank of Colorado
2021 - Present • 5 years
Windsor, CO
Raymond James Financial Services, Inc
2021 - Present • 5 years
Yuma, CO
Bank of Colorado
2015 - 2021 • 6 years
Yuma, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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