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Shannon Kofford Chandler

Sem Wealth Management

Tucson, AZ

CRD 3106991

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Employer firm

Sem Wealth Management CRD 112142

$933M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Sem Wealth Management

7367 E. Tanque Verde Rd, Tucson, AZ 85715-3475 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2002-07-17
  • AZ RA
    APPROVED
    Since 2002-07-17

Branch Locations

7367 E. Tanque Verde Rd, Tucson, AZ 85715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Equity Management Inc. Tucson AZ 04/2002 Present
  • 04/2002 → Present
    Strategic Equity Management Inc.
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-06
S63 Uniform Securities Agent State Law Examination 1999-08-11
  • S66 Uniform Combined State Law Examination
    2002-05-06
  • S63 Uniform Securities Agent State Law Examination
    1999-08-11
Other Names
  • Shannon K Chandler

View on SEC IAPD

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Nearby Offices

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