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Inactive

Maria Beth Shanley

The Planners Inc.

Fort Collins, CO

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Current Employers
The Planners Inc.

1015 W Horsetooth Rd Ste 205, Fort Collins, CO 80526 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-02
CO RA APPROVED 2023-07-25
  • TX RA
    APPROVED_RES
    Since 2026-07-02
  • CO RA
    APPROVED
    Since 2023-07-25

Branch Locations

1015 W Horsetooth Rd Ste 205, Fort Collins, CO 80526 • 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
Palisade Investments Highlands Ranch CO 06/2013 07/2021
Erik Sartin Llc Fort Collins CO 08/2013 08/2023
The Planners Inc. Fort Collins CO 05/2023 Present
  • 06/2013 → 07/2021
    Palisade Investments
    Highlands Ranch, CO
  • 08/2013 → 08/2023
    Erik Sartin Llc
    Fort Collins, CO
  • 05/2023 → Present
    The Planners Inc.
    Fort Collins, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-02
S63 Uniform Securities Agent State Law Examination 2004-03-03
  • S65 Uniform Investment Adviser Law Examination
    2013-08-02
  • S63 Uniform Securities Agent State Law Examination
    2004-03-03
Other Names
  • Maria Koehler
  • Maria S Koehler
  • Maria Shanley
  • Maria S Koehler

View on SEC IAPD

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LAURENCE ARNOLD BOWERS
LISA MARIE LYNN
MORGAN WELLS GRAY
MICHAEL WARREN GRAY
Joel M Maly

Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
EDWARD JONES · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

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