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Amanda Marie Shine

KEUDELL MORRISON WEALTH MANAGEMENT, LLC·SALEM, Oregon
Unclaimed Profile
235 FRONT ST. SE, SALEM, OR 97301CRD# 5978342Firm CRD# 292600
01

About

Amanda Marie Shine is a registered financial advisor based in SALEM, Oregon, affiliated with KEUDELL MORRISON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
AUM
$724M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at KEUDELL MORRISON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5978342
Firm CRD# 292600
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amanda Marie Shine offer?
Amanda Marie Shine specializes in Financial Planning, Investment Management. Contact their office in SALEM, Oregon for a consultation.
What are Amanda Marie Shine's credentials?
Amanda Marie Shine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amanda Marie Shine located?
Amanda Marie Shine is based in SALEM, Oregon, working with KEUDELL MORRISON WEALTH MANAGEMENT, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Amanda Marie Shine charge for services?
Amanda Marie Shine'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 KEUDELL MORRISON WEALTH MANAGEMENT, LLC?
KEUDELL MORRISON WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $724M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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