Shelly A Christian

Current Employers

Employment History

• 12/1998 → Present
  Fergusson Miller Asset Mgmt
  Fort Wayne, IN
• 05/2008 → 10/2024
  American Portfolios
  Fort Wayne, IN
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2017-03-31 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2004-02-09 → 2008-05-19
  First Montauk Securities Corp.
  Ft. Wayne, IN

Other Businesses

1.JAMES L. DREISBACH & ASSOC - INSURANCE BROKERAGE - NOT BUSINESS INVESTMENT RELATED - NO FINANCIAL INTEREST - GENERAL AGENT - JUNE 2000 TO DATE - 1-2 HRS. WEEKLY/1-2 HRS DURING TRADING HOURS. 2.MILLER, CHRISTIAN & ZWIEBEL ASSET MGT CORP - ENTITY FOR OPERATING LOCAL OFFICE AND EXPENSES IN DOING SO. OWNER (50%); START DATE: 11/1998. DEVOTES 10 HRS PER MONTH. 11/1998 3. JAMES L. DREISBACH & ASSOC POSITION: GENERAL AGENT NATURE: INSURANCE BROKERAGE INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 9001 N Wesleyan Rd, Ste 110, Indianapolis IN 46268, United States DESCRIPTION: Life insurance 4. MILLER, CHRISTIAN & ZWIEBEL ASSET MGT CORP POSITION: OWNER NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/1998 ADDRESS: 229 W Berry Street, Suite 210, Fort Wayne IN 46802, United States DESCRIPTION: Manage firm, administrative, personnel, training, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-10-26

Designations

Other Names

• Shelly A Kirkwood