Mandi Shellenbarger
Mandi Shellenbarger is a registered investment advisor at Raymond James & Associates, INC., based in Traverse City, MI, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
315 N. Division St., Suite 220, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mandi works as a server, host, kitchen staff, and bartender at Brys Estate Vineyard & Winery, dedicating about 10-20% of her time. She is also a Notary Public for the State of Michigan, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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