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Amanda Marie Shine

Keudell Morrison Wealth Management, LLC

Salem, OR

CRD 5978342

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Employer firm

Keudell Morrison Wealth Management, LLC CRD 292600

$922M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Keudell Morrison Wealth Management, Llc

235 Front St. Se Suite 300, Salem, OR 97301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-02
OR RA APPROVED 2025-06-02
LA RA APPROVED 2018-05-29
WA RA APPROVED 2018-05-08
TX RA APPROVED_RES 2018-04-06
  • CA RA
    APPROVED
    Since 2025-06-02
  • OR RA
    APPROVED
    Since 2025-06-02
  • LA RA
    APPROVED
    Since 2018-05-29
  • WA RA
    APPROVED
    Since 2018-05-08
  • TX RA
    APPROVED_RES
    Since 2018-04-06

Branch Locations

235 Front St. Se Suite 300, Salem, OR 97301 • 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
Keudell Morrison Wealth Management, Llc Salem OR 04/2018 12/2023
Keudell Morrison Wealth Management, Llc Salem OR 01/2024 Present
Wells Fargo Advisors Financial Network, Llc Salem OR 04/2013 02/2018
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-27
  • S66 Uniform Combined State Law Examination
    2013-06-27

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Nearby Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL

Nearby Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR

More in Salem, OR

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