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Ann Judith Shubert

INTENTIONAL FINANCE, LLC·ALBUQUERQUE, New Mexico
SIE, Series 7, Series 66CFPClean record11 years registeredINTENTIONAL FINANCE, LLC
7770 JEFFERSON ST NE, SUITE 430, ALBUQUERQUE, NM 87109CRD# 6413618Firm CRD# 288181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ann Judith Shubert · ALBUQUERQUE, NM
Registration
CRD #6413618 · INTENTIONAL FINANCE, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

EQUITA FINANCIAL NETWORK, INC.
Jun 2024 – present
INTENTIONAL FINANCE, LLC
May 2017 – Jul 2024
ALBUQUERQUE, NM
WADDELL & REED
Feb 2015 – May 2017
ALBUQUERQUE, NM
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 2, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTENTIONAL FINANCE, LLC
CRD 288181 · SEC 801-110594
AUM
$8M
Regulatory assets under management
Employees
2
71 client accounts
Services offered by INTENTIONAL FINANCE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTENTIONAL FINANCE, LLC →
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05

Frequently Asked Questions

What services does Ann Judith Shubert offer?
Ann Judith Shubert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Ann Judith Shubert's credentials?
Ann Judith Shubert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ann Judith Shubert located?
Ann Judith Shubert is based in ALBUQUERQUE, New Mexico, working with INTENTIONAL FINANCE, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Ann Judith Shubert charge for services?
Ann Judith Shubert'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 INTENTIONAL FINANCE, LLC?
INTENTIONAL FINANCE, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Susan Michelle Kroger
ALBUQUERQUE, NM
CFP

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