Kent Shettler
Kent Shettler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Junction, CO, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
200 Grand Avenue, Grand Junction, CO, 81502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kent works as a financial advisor for Bank of Colorado and Bank of Colorado Investment Services-Raymond James, dedicating about half of his time to each role. His role at Bank of Colorado is investment-related, while his role at Bank of Colorado Investment Services-Raymond James is not.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Afs Brokerage, INC.Broker
State Registrations18 states
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