Joseph Shenk
Joseph Shenk is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Crozet, VA, with 20 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1005 Heathercroft Circle, Suite 400, Crozet, VA, 22932
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is the Founder, President, and Advisor for Oak & Shepherd Wealth Management LLC, offering financial planning services including insurance products. This takes about a quarter of his time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Mma Trust Company
Investment Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations22 states
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.