Thomas James Shelder

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2023-10-13
TX	RA	APPROVED	2023-10-13

MI RA
APPROVED

Since 2023-10-13
TX RA
APPROVED

Since 2023-10-13

Branch Locations

215 River St Unit 2, Elk Rapids, MI 49629 • United States

40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	06/2011	10/2023
&Partners, Llc	Elk Rapids	MI	10/2023	Present

06/2011 → 10/2023

Edward Jones

St Louis, MO
10/2023 → Present

&Partners, Llc

Elk Rapids, MI

Previous Registrations

2011-10-11 → 2023-11-10

Edward Jones

Elk Rapids, MI

St Louis, MO

Traverse City, MI

Other Businesses

AEL Properties, LLC Type of business: rental property Williamsburg, MI Start date: 11/13/2017 Owner Hours per week: 2 Hours during trading: 0 MAINTAIN PROPERTY TCWP, LLC POSITION: Owner NATURE: The entity was created to process my personal payroll only. This action was taken at the request of my CPA. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: Williamsburg, MI 49690, United States DESCRIPTION: Administrative.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-08-11

S66 Uniform Combined State Law Examination

2011-08-11

Designations

Certified Financial Planner

Other Names

Thomas Shelder

View on SEC IAPD