Chase Shellberg
Chase Shellberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wray, CO, with 4 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
365 W 2nd Street, Wray, CO, 80758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chase is a finance committee member for a non-profit organization, dedicating a few hours per week. He also works as a financial advisor at Bank of Colorado through RJFS and Bank of Colorado Investment Services/Raymond James, spending about half of his time on these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations11 states
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