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CFP
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CFP

Shelby Trinkino

Commonwealth Financial Network
36 Years of Experience
Littleton, CO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Shelby Trinkino is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Littleton, CO, with 36 years of industry experience. Shelby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2913 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7651 Shaffer Parkway, B1, Littleton, CO, 80127

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Shelby sells fixed insurance and owns Shelby L. Trinkino, LLC, a private entity for operating her securities business. She also owns IWS Real Estate, LLC, dedicating about 10-20% of her time to this investment-related activity.

Employment History
Current Registrations
Commonwealth Financial Network
March 2013 - Present · 13 yrs 7 mos
Commonwealth Financial NetworkBroker
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
Metlife Investors Distribution CompanyBroker
May 2007 - November 2012 · 5 yrs 6 mos
Columbia Management Advisors, LLC
August 2005 - April 2007 · 1 yr 8 mos
Columbia Management Distributors, INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
Lincoln Financial Distributors, INC.Broker
July 2003 - July 2004 · 1 yr
Sage Distributors, INC.Broker
November 2002 - January 2003 · 2 mos
Sunamerica Capital Services, INC.Broker
September 2001 - July 2002 · 10 mos
Sunamerica Capital Services, INC.Broker
July 1997 - June 1999 · 1 yr 11 mos
Sunamerica Securities, INC.Broker
March 1990 - July 1997 · 7 yrs 4 mos
Associated Planners Securities CorporationBroker
August 1988 - September 1989 · 1 yr 1 mo
Mfs Financial Services, INC.Broker
December 1986 - August 1988 · 1 yr 8 mos
Massachusetts Financial Services CompanyBroker
August 1986 - January 1987 · 5 mos
First Investors CorporationBroker
December 1984 - April 1985 · 4 mos
State Registrations26 states
ALAZCACOCTFLGAIAIDILINMDMOMTNCNMNVNYOHOKORSCTXWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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