Unclaimed Profile

Teresa Elaine Axelson

CCM PARTNERS·DENVER, Colorado

SIE, Series 1, Series 7, Series 24, Series 26, Series 51, Series 63, Series 65Clean record21 years registeredCCM PARTNERS

1050 17TH STREET, SUITE 1710, DENVER, CO 80265-2077CRD# 811502Firm CRD# 104720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Teresa Elaine Axelson · DENVER, CO

Registration

CRD #811502 · CCM PARTNERS · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CCM PARTNERS

SHELTON CAPITAL MANAGEMENT

Feb 2012 – Apr 2017

DENVER, CO

SECURITIES MANAGEMENT AND RESEARCH, INC. ("SM&R")

May 2005 – Dec 2010

LEAGUE CITY, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 26

Series 51

Series 63

Series 65

Registration record

First registered · May 9, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CCM PARTNERS, LP

CRD 104720 · SEC 801-25205

AUM

$4.8B

Regulatory assets under management

Employees

1,042 client accounts

Services offered by CCM PARTNERS, LP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CCM PARTNERS, LP →

Introduction

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Frequently Asked Questions

What services does Teresa Elaine Axelson offer?

Teresa Elaine Axelson specializes in Investment Management.

What are Teresa Elaine Axelson's credentials?

Teresa Elaine Axelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Teresa Elaine Axelson located?

Teresa Elaine Axelson is based in DENVER, Colorado, last registered with CCM PARTNERS.

How does Teresa Elaine Axelson charge for services?

Teresa Elaine Axelson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCM PARTNERS?

CCM PARTNERS has approximately 45 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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