Shelley Maxted is a registered investment advisor at Wells Fargo Advisors, based in Oklahoma City, OK, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3420 NW 135th St, [Satellite], Oklahoma City, OK, 73120
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Shelley has several outside business activities, including 100% ownership in 2M2S LLC, SMT Wealth Management LLC (DBA Auric Road Wealth Management), rental properties, and Gratitude Real Estate LLC. Shelley also serves on the investment committee for the Oklahoma City Community Foundation and as a trustee for Auric Road Wealth Management 401k and the Cowboy Hall of Fame Affiliated Fund of the OCCF, Inc.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Robert Thomas Securities, INCBroker
Linsco/private Ledger CORP.Broker
Kingland Capital CorporationBroker
State Registrations20 states
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