Unclaimed Profile

Rhonda L Shurtleff

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC·ORLANDO, Florida

SIE, Series 6, Series 7, Series 26, Series 63, Series 66CFPClean record11 years registeredSTONEBRIDGE FINANCIAL PLANNING GROUP, LLC

203 HILLCREST STREET, ORLANDO, FL 32801CRD# 4305032Firm CRD# 154616

Profile Verification

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

Identity

Rhonda L Shurtleff · ORLANDO, FL

Registration

CRD #4305032 · STONEBRIDGE FINANCIAL PLANNING GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Feb 2015 – Apr 2024

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 66

Registration record

First registered · February 13, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

CRD 154616 · SEC 801-113696

AUM

$220M

Regulatory assets under management

Employees

634 client accounts

Services offered by STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STONEBRIDGE FINANCIAL PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Rhonda L Shurtleff offer?

Rhonda L Shurtleff specializes in Financial Planning, Investment Management.

What are Rhonda L Shurtleff's credentials?

Rhonda L Shurtleff holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Rhonda L Shurtleff located?

Rhonda L Shurtleff is based in ORLANDO, Florida, last registered with STONEBRIDGE FINANCIAL PLANNING GROUP, LLC.

How does Rhonda L Shurtleff charge for services?

Rhonda L Shurtleff's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONEBRIDGE FINANCIAL PLANNING GROUP, LLC?

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC has approximately 9 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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