Unclaimed Profile

Judith Ann Shine

SHINE INVESTMENT ADVISORY SERVICES, INC.·LONE TREE, Colorado

Series 7, Series 63Clean record27 years registeredSHINE INVESTMENT ADVISORY SERVICES, INC.

9892 ROSEMONT AVE. SUITE #100, LONE TREE, CO 80124-4101CRD# 1533112Firm CRD# 106097

Profile Verification

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

Identity

Judith Ann Shine · LONE TREE, CO

Registration

CRD #1533112 · SHINE INVESTMENT ADVISORY SERVICES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHINE INVESTMENT ADVISORY SERVICES, INC.

CAPTRUST

Nov 2020 – Jun 2025

LONE TREE, CO

SHINE WEALTH PARTNERS

Jan 1999 – Dec 2020

LONE TREE, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 1, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SHINE INVESTMENT ADVISORY SERVICES, INC.

CRD 106097 · SEC 801-50526

AUM

$721M

Regulatory assets under management

Employees

1,558 client accounts

Services offered by SHINE INVESTMENT ADVISORY SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SHINE INVESTMENT ADVISORY SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Judith Ann Shine offer?

Judith Ann Shine specializes in Financial Planning, Investment Management.

What are Judith Ann Shine's credentials?

Judith Ann Shine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Judith Ann Shine located?

Judith Ann Shine is based in LONE TREE, Colorado, last registered with SHINE INVESTMENT ADVISORY SERVICES, INC..

How does Judith Ann Shine charge for services?

Judith Ann Shine's firm is compensated through percentage of aum, subscription fees, other: fees for financial plans. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHINE INVESTMENT ADVISORY SERVICES, INC.?

SHINE INVESTMENT ADVISORY SERVICES, INC. has approximately 6 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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