SHINE INVESTMENT ADVISORY SERVICES, INC.

SHINE WEALTH PARTNERS
LONE TREE, Colorado·7 registered advisors·CRD# 106097
SEC# 801-505260303-740-8600
01

Firm Overview

AUM
$721M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: FEES FOR FINANCIAL PLANS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHINE INVESTMENT ADVISORY SERVICES, INC.

7 registered advisors
Beth Frances Cornell
LONE TREE, Colorado
Elisabeth Loeb Jacobson
LONE TREE, Colorado
Janet Hurly White
LONE TREE, Colorado
Jessica Lynn Jarvi
LONE TREE, Colorado
Judith Ann Shine
LONE TREE, Colorado
Karen K. Salvatore
LONE TREE, Colorado
Sandra Eve
LONE TREE, Colorado
05

Office Locations

LONE TREE, Colorado
7 advisors

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Data sourced from SEC Form ADV filings. SHINE INVESTMENT ADVISORY SERVICES, INC. (CRD# 106097) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.