Jim Shellenberger
Financial Advisor at Elevate Wealth Management
- Role
- Cfa Charterholder at CFA Institute
- Location
- Sheridan, WY, US
- LinkedIn followers
- 500 followers
About Jim Shellenberger
Jim Shellenberger is a financial advisor at Elevate Wealth Management, an independent, fee-only wealth management firm serving young professionals, pre-retirees, and retirees in Sheridan, Wyoming, and surrounding areas.With the mission of serving and educating, Jim is dedicated to providing comprehensive, top-notch services that not only help his clients reach their goals but also empower them to make the best financial decisions for their lives and walk toward their future with confidence. Jim is known for going the extra mile, not only offering valuable experience in investment management as a former investment analyst but building long-lasting relationships so he can give honest, customized advice and strategies that make an impact on their lives. Jim has a bachelor’s degree in business administration with a minor in finance from the University of Wyoming and is a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional. To learn more about Jim or Elevate Wealth Management, visit
Experience
Cfa Charterholder
Apr 2021 — Present
Education
EM Strasbourg Business School
International Business
2014 — 2014
University of Wyoming
Bachelor of Science (B.S.)
2011 — 2015
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